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Ep 334: Finding Clarity On Fees And Clients By Allowing The Business To Evolve Over Time With Meg Bartelt

Financial Advisor Success

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The Distraction and Challenge of Different Clients

I'm struck that is you kind of framed like the business has evolved with these sort of layers over time. Is there a, because I'm wondering, does that present a distraction or a challenge that you kind of have these like cohort effects of different clients depending on what year they happen to come to you as you were going through this journey? To an extent, yes. Sure. Sometimes I've suggested that they leave. And sometimes they have identified that they're really not a good fit anymore. They have chosen to leave themselves. Yeah, but that's always stressful and emotionally difficult and scary sometimes.

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