Ep 041: Structuring A Leadership Team And Family Succession Plan In A Billion Dollar RIA with Elaine Bedel
Financial Advisor Success · Michael Kitces
October 10, 20171h 41m
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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