Kitces & Carl Ep 159: When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor – Go Health Pro
New financial advisors often start with below-market fees – sometimes to build confidence that prospects will actually pay, other times to attract clients quickly and establish a base. But as the firm grows, so does an advisor’s skill set and the demands on their time. And while new clients often come in at higher fees, … Read more
