Financial Advisor Success
Financial Advisor Success
Michael Kitces
Ep 041: Structuring A Leadership Team And Family Succession Plan In A Billion Dollar RIA with Elaine Bedel
1 hour 41 minutes Posted Oct 10, 2017 at 4:00 am.
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Show notes

Elaine shares how her advisory firm fee structure evolved, from initially doing standalone financial planning project fees to her current blended AUM plus upfront planning fee model, the unique engagement process that she uses, and the way that she breaks up her upfront planning fee into an initial series of ongoing payments in the first three months, to helping clients get into completing the process.

For show notes and more visit: https://www.kitces.com/41