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Ep 277: Crafting A More Unique Value Proposition By Investing Into A More Focused Clientele with Lauren Oschman 

Financial Advisor Success

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Is Fee Only a Concern for You?

Ike: We designed our service model and what we're directly involved in based on what our clients want us to do for them. And so i i feel like we would be doing them less of a service if we were so wrapped up in the nomenclature that we weren't delivering what they from us. I mean, we do get the question sometimes, because, you know, you google questions to ask a financial iserandyou it's well to read that question,. But when we can explain it in those erms, they think it makes lots of sense.

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