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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 Efficiency of Working With Non-Nice Clients

When you're in the like, I'll take anybody who will pay me fees because I'm just trying to get the revenue up to a certain level. But what happened with those like early non niche clients? Why not hold on to the revenue after all the work it took to get them in the first place?" "There is an efficiency, there's a vast efficiency to working with cookie cutter clients," he says. 'It's incredibly inefficient'

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