Kitces and Carl - Real Talk for Real Financial Advisors Setting The Right Minimum Fee Per Client And The Revenue Model Generator: Kitces & Carl Ep 115
12 snips
Jun 29, 2023 Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
What Is the Minimum Average Fee You Should Charge to Run Up a Viable Practice?
01:35 • 2min
How Much Does a Financial Planner Charge?
03:53 • 3min
The Lifestyle Practice Revenue Generator Model
06:53 • 4min
The Importance of Lifestyle Doctors
11:14 • 2min
How to Build a Lifestyle Revenue Model Generator
13:17 • 2min
Lifestyle Revenue Model Generator Deluxe Deluxe
14:59 • 2min
How to Get More Clients for Your Firm
16:44 • 4min
How to Hire More Staff to Grow Your Business
21:08 • 2min
How to Be a Successful Advisor
22:51 • 2min
The Importance of Doing the Math
24:40 • 3min
The Power of Concentration
27:20 • 4min