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Disrupting Giants With Guest Jason Wenk
The Perfect RIA
The Cost of Client Relationship Capital
Jason: It's almost and again, as advisors were human, we're guilty of all the same cognitive biases as our clients. If you're just to be simplistic here, if you're looking at Altris versus Fidelity versus Schwab or LPL, whoever, right? Our minds are drawn to, hey, what's the ticket charge or what's the basis point? Jason: To your point, it's really spreadsheet that out. So let's say that on that basis alone, Fidelity is $2 cheaper, but then I have to pay $30,000 a year for Orion. And I've got to send every client five extra emails, right?
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