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How to Maximize Your Firm's Long-Term Value

Barron's Advisor

00:00

Are You Seeing a Fee Compression?

The majority of firms that we work with i would describe as a planning centric, meaning they're not purely an asset management firm. So even though the fee may be staying the same, the amount of value that the adviser has to deliver for that fee keeps increasing. We don't see clients typically eat beating adviser up when they're delivering real value and it's on the planning styde.

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