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Ep 160: 👉 “The Fee Debate: Transparency, Incentives, and Who Really Decides”
In this episode of "The 9innings Podcast," host Kevin Thompson and guest Sarah Grillo discuss the ongoing debate over fee structures in financial advising, focusing on flat fee versus assets under management (AUM) models. They explore the importance of transparency, fairness, and client communication, highlighting how different models impact advisor incentives and client relationships. Sarah shares insights from her Transparency Movement, while both agree that building trust and adapting to client needs are key. The episode emphasizes that multiple fee models can coexist, and success depends on clear communication, transparency, and a client-centered approach.
Fee Model Polarization Explained (00:04:56)
Fairness and Service Alignment in Fee Models (00:07:42)
Competitive Advantage Through Transparency (00:12:57)
Multiple Business Models in Practice (00:16:37)
Defining Best Interest and Flat Fee Variations (00:19:26)
Addressing Conflicts of Interest (00:21:12)
Sustainability and Capitalism in Fee Models (00:26:09)
Entrepreneurship and Social Media Echo Chambers (00:31:18)
Final Thoughts: Market Decides & Relationship Building (00:33:36)
NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page
Follow Us: youtube: / @9icap
Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428
facebook: / mlb2cfp
Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4
Website: http://www.9icapitalgroup.com
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Corrections: Editing by http://SwoleNerdProductions.com
Disclosure: https://sites.google.com/view/9idisclosure/disclosure
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By Kevin Thompson, RICP®, CFP®In this episode of "The 9innings Podcast," host Kevin Thompson and guest Sarah Grillo discuss the ongoing debate over fee structures in financial advising, focusing on flat fee versus assets under management (AUM) models. They explore the importance of transparency, fairness, and client communication, highlighting how different models impact advisor incentives and client relationships. Sarah shares insights from her Transparency Movement, while both agree that building trust and adapting to client needs are key. The episode emphasizes that multiple fee models can coexist, and success depends on clear communication, transparency, and a client-centered approach.
Fee Model Polarization Explained (00:04:56)
Fairness and Service Alignment in Fee Models (00:07:42)
Competitive Advantage Through Transparency (00:12:57)
Multiple Business Models in Practice (00:16:37)
Defining Best Interest and Flat Fee Variations (00:19:26)
Addressing Conflicts of Interest (00:21:12)
Sustainability and Capitalism in Fee Models (00:26:09)
Entrepreneurship and Social Media Echo Chambers (00:31:18)
Final Thoughts: Market Decides & Relationship Building (00:33:36)
NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page
Follow Us: youtube: / @9icap
Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428
facebook: / mlb2cfp
Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4
Website: http://www.9icapitalgroup.com
Hit the subscribe button to get new content notifications.
Corrections: Editing by http://SwoleNerdProductions.com
Disclosure: https://sites.google.com/view/9idisclosure/disclosure