78 min listen
Ep 041: Structuring A Leadership Team And Family Succession Plan In A Billion Dollar RIA with Elaine Bedel
Ep 041: Structuring A Leadership Team And Family Succession Plan In A Billion Dollar RIA with Elaine Bedel
ratings:
Length:
102 minutes
Released:
Oct 10, 2017
Format:
Podcast episode
Description
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
Released:
Oct 10, 2017
Format:
Podcast episode
Titles in the series (100)
Ep 013: Succeeding As A Serial Financial Advisor Entrepreneur Serving Ultra-HNW Clients With Steve Lockshin: This week’s guest is Steve Lockshin, the founder of AdvicePeriod, known for its contemporary approach to financial planning and technology. by Financial Advisor Success