
Ep 319: Competing For Big Clients As A Small Boutique With A Focus On Task Management With Jim Niedzinski
Financial Advisor Success
What Does a Fee Schedule Look Like?
We started with zero dollars. Relationships over time but zero dollars and so we kept a very competitive fee schedule that starts out at 1%. And then drops in half goes to half of half of a percent on the next three and a half million after we realized oh this is working. We launched it'll be actually I think it'll be darn close to three years to the day that this probably airs. Oh and we cost about the same is it what it appears that the average advisor around the country is charging even though some of them you can't get them on the phone. Yeah yeah I keep finding myself finding it's odd to say we're doing all of this. Here's the full
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