
Ep 389: Generating $5M In Hourly Planning Fees In The Blue Ocean Of Consumer Demand with Mark Berg
Financial Advisor Success
Specialized Expertise for Ultra High Net Worth Clients
For high net worth clients seeking specialized and bespoke financial services, a fee of $450 an hour is not a deterrent. These clients value expertise that goes beyond what their in-house staff can provide, focusing on comprehensive financial planning and strategic thinking. The need for external professionals arises from a lack of integrated understanding within their existing team, where staff execute tasks but lack the oversight and strategic guidance provided by an external financial planner.
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