Ep 277: Crafting A More Unique Value Proposition By Investing Into A More Focused Clientele with Lauren Oschman
Financial Advisor Success
Is Your Client Service a Collaboration Model?
We have low, medium and high complexity. So we have a couple of price points within each tier,. which is really what i call the hassel factor. We know if people are to be low, medim ore, high, because it's simple. Then we do have a little bit of variation within each tier, like theire's a low and a high for medium, for example, for the price. But our client service admiistraters are a hundred dollars an hour a then we have planners that are at two 50 or three 50., and then lead adviser partners that are ata 500 - so on the on the collaborative model.
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