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From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89

Kitces and Carl - Real Talk for Real Financial Advisors

00:00

Then You're Off Course Again.

i think the shift in the business model, iis a really material factor in this. I don't think it waseuse o, think was a mooring, like a canleya as im, thinkn of ack tere. Like, i didn't get paid for that, imean, that was te of the business. And to day, the majority the revenue from te large broker dealers is fees. Getting a guide is just another word for ongoing advice.

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