Over recent decades, new ideas and innovations have positively impacted our profession and benefited the clients we serve. Many of these innovations have centered around business models and pricing. With the ever-changing advisor landscape, it’s important to be open to new innovations and new ideas.
On this Elementality podcast, Kate Holmes, a CFP® Women’s Initiative council member, joins Reese. Kate’s knowledge of both asset management and financial planning has led her to work with financial service professionals in over 35 countries. And as serial-entrepreneurs, Reese and Kate talk about what led to their start-up experiences and the difficulties they both faced in coming up with pricing models for those ventures.