Financial Advisor Success cover image

Ep 372: Quadrupling Revenue By Restructuring Your Business Model To Reflect Your Entire Value To Clients with Melody Townsend

Financial Advisor Success

CHAPTER

Transitioning to an Asset Management Model

The chapter discusses the shift in the speaker's business model from an hourly fee structure to assets under management. They explain the reasons behind the transition and the challenges faced during the process. They also highlight the financial impact of the new model and the successful onboarding of assets.

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