Unlock Growth By Serving The Underserved w/ Michael Kitces [164]
Elementality for Financial Advisors | Elements Financial Vitals System™
Balancing High-Paying Clients with Pro Bono Work
The speaker plans to serve a small group of high-paying clients to meet their income goals quickly, then dedicate the rest of their time to providing free services to those who cannot afford it. They draw parallels to the legal industry's pro bono model, where high rates charged to clients support the firm's pro bono efforts. The speaker foresees a future model where advisors balance high-paying clients with charitable work and experiment with group service offerings.
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.
