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Ep 331: Getting Comfortable Hiring Advisors 'Early' As The Advisory Business Revenue Grows With Jake Northrup

Financial Advisor Success

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How to Update Your Fee Calculation on an Annual Basis

As fees have lifted over time and that inevitable reality, as you noted, like the fees we set in year one are usually not the fees we have several years in on the on the minimum end. You've been going back to race fees even on the early clients as well. Like everybody's come up over time. We grandfather just a few in at our $3,000 level where, you know, we just didn't feel right raising them up to the 5000 level. But most of our clients, there was only a handful that were at that 3000 to start with.

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