Elementality for Financial Advisors | Elements Financial Vitals System™
Unlock Growth By Serving The Underserved w/ Michael Kitces [164]
May 9, 2024
Michael Kitces joins Elementality to discuss trends in advisory firm growth, writing impactful content, and serving underserved markets. They explore subscription-based service models, setting fees based on income levels, and strategies for scaling financial advisory firms.
01:01:41
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Quick takeaways
- Subscription-based models lead to higher growth rates in advisory firms.
- Writing helps in processing thoughts, organizing ideas, and effective communication.
Deep dives
Growth Rates and Subscription Models
Advisory firms in subscription models like XYPN experience significantly higher growth rates than the industry at large. The success of these models indicates a growing demand from consumers seeking advice without additional products or services.
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