
Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice With Anh Tran
Financial Advisor Success
How Does AUM Work for You?
Do you bundle anything together from the pricing in like, you know, clients or the advisory firm get a discount on the estate planning practice? Or is it still ultimately like two businesses, two services, two fees, you pay your part to each? Right. So, so it's still separate and compliance does not allow us to cover estate planning fees. But they do get a discount being our client. Okay. And so overall business model for you, are you like standalone planning fees, AUM fees, blend of the two? Like, how does it work from a business model perspective? Well, we are majority Aum fees, predominantly 99% are AUM fees.
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