Are you too focused on fees? Many advisors offer planning but struggle to figure out how to charge for it. In this video clip, Reese Harper and Chad Jardine discuss why getting your value proposition right should come first.
Finding the right fee structure seems to be a constant struggle for some advisors. On this episode of the Elementality podcast, Reese Harper and Chad Jardine examine the different pricing models most often used by fiduciaries (retainer, AUM, hourly). They look at the pros and cons of each and discuss why it’s so important that you focus on establishing your value proposition first.