Setting The Right Minimum Fee Per Client And The Revenue Model Generator: Kitces & Carl Ep 115

Kitces and Carl - Real Talk for Real Financial Advisors

English - June 29, 2023 10:00 - 31 minutes - 73.1 MB - ★★★★★ - 200 ratings
Management Business Investing advisor carl carlrichards financial financialadvisor financialplanning kitces michael michaelkitces realfinancialadvisor Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114

Next Episode: Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces & Carl Ep 116

In our 115th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to set pricing in order to run a viable practice.

For full show notes, see kitces.com and thesocietyofadvice.com.