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Are you too focused on fees? Many advisors offer planning but struggle to figure out how to charge for it. They spend too much energy trying to find the right pricing model and not enough focus establishing their value proposition.
On this episode of the Elementality podcast, Chad and Reese look at the pros and cons of the different fee models used by fiduciaries. Their discussion then shifts to why, before worrying about fees, advisors should be more concerned about finding what sets their services apart.
By Jordan Haines, CFP®4.8
3535 ratings
Are you too focused on fees? Many advisors offer planning but struggle to figure out how to charge for it. They spend too much energy trying to find the right pricing model and not enough focus establishing their value proposition.
On this episode of the Elementality podcast, Chad and Reese look at the pros and cons of the different fee models used by fiduciaries. Their discussion then shifts to why, before worrying about fees, advisors should be more concerned about finding what sets their services apart.

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