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4min chapter
Fee Billing Faux Pas: How Advisors Lose Money Without Realizing It With Guest Lacey Shrum [Episode 286]
The Perfect RIA
Navigating the Risks of Fee Billing in Advisory Services
This chapter explores the challenges of fee billing in advisory businesses, particularly the risks of manual processes and billing errors. It highlights the importance of implementing a reliable billing system to avoid regulatory issues and maintain client trust.
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