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Ep 344: Scaling To $5B By Going Narrow And Deep Across Multiple Business Segments At Once With Brad Barrett

Financial Advisor Success

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How to Charge Different Fee Schedules for Different Services

There's a lot of variances we have to take in that environment. We also want to come to be a partner with our advisors to help them service again, their clientele the best way. It might end up being right, but it's worth talking out and figuring out what makes the most sense. But again, we will do the work as always if it's the right thing for the client.

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