Kitces and Carl - Real Talk for Real Financial Advisors cover image

Setting The Right Minimum Fee Per Client And The Revenue Model Generator: Kitces & Carl Ep 115

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

How to Be a Successful Advisor

I've always been astonished at this conversation we've had this conversation just like how often people don't think through that I just remember being like blown away because I never had any employees I had some contract help and I remember just being blown away by some of the numbers. Dan Goldie, he got to almost a billion dollars under management as a pure solo advisor like literally zero staff giant on the back end. He outsourced a bunch of stuff to a tab like sourced everything like everything else was everything except the value billion dollars under Management as a pure Solo Advisor. All he did was talk to clients all day long because that's what he liked doing he's really good at it.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner