Financial Advisor Success cover image

Ep 435: When The Next-Gen “Wealth Builder” Offering Becomes The Main Driver Of Growth For A $1B+ Advisory Firm with Gideon Drucker

Financial Advisor Success

00:00

Navigating Advisory Fees and Client Relationships

This chapter explores the fee structure and revenue model of a financial advisory firm, focusing on transparency and client engagement. It discusses various pathways clients can take post-financial planning, the rationale for implementing minimum annual fees, and innovative service expansions aimed at holistic client support. The speaker also shares personal experiences from their journey into financial advisory, emphasizing the importance of building client relationships and effective communication.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app