Financial Advisor Success cover image

Ep 389: Generating $5M In Hourly Planning Fees In The Blue Ocean Of Consumer Demand with Mark Berg

Financial Advisor Success

NOTE

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.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner