Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections with Sophia Bera
Financial Advisor Success
Are You Building With Gen Y Clients?
The firm's name is literally called Gen Y planning. So pretty out there about who you're going after from a clientele perspective. Is the business model still a monthly subscription fee model or has the clientele or the business model changed and shifted over the past four years? You know, it's actually pretty similar to when we talked four years ago. It's still an upfront planning fee. I've actually experimented a little bit more with lowering my upfront planning fee and increasing my monthly retainer.
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