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Ep 228: Accelerating Growth By Paying To Outsource Prospecting And Lead Generation with Jeremy Keil

Financial Advisor Success

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Determining Fee Structure and Providing Above Average Value

This chapter explores the business model and fee structure of a financial advisor, focusing on how they determine their fees and their commitment to providing value above the industry standard. They discuss the correlation between services offered and fees charged, emphasizing the importance of delivering superior services even if the fee is slightly above average. The chapter also touches on the dilemma that firms face when setting their fees, balancing competition with the value they provide to clients.

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