Kitces and Carl - Real Talk for Real Financial Advisors

Where Are All The Proudly Premium-Fee Advisors?: Kitces & Carl Ep 101

Dec 15, 2022
Exploring the rationale behind charging above-average fees in financial advising, navigating fee compression challenges, maximizing value through expertise, tracking client interactions, reflecting on premium fee structures, emphasizing profit and evidence-based decision-making in financial advisory practices
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Chapters
Transcript
1
Introduction
00:00 • 2min
2
Navigating Fee Compression in Financial Advisory
01:45 • 19min
3
Maximizing Value through Expertise in Financial Advising
20:19 • 4min
4
Client Interaction Tracking and Market Guidance by Financial Advisor
23:58 • 2min
5
Exploring Premium Fee Structures and Value Demonstration in Financial Advisory
25:46 • 4min
6
Emphasizing Profit, Value, and Evidence-Based Decision-Making in Financial Advisory Practices
29:57 • 2min