Kitces & Carl Ep 98: Fee Schedule Complexity And Managing The Fear Of Missing Opportunities



Published
In our 98th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how a scarcity perspective can result in a firm’s loss of focus by trying to accommodate any and all clients regardless of their needs. Instead, by conveying a clear and simple message to clients about how the advisor’s value can provide for a very specific type of client and their unique needs, advisors can enhance their business growth by attracting the right type of client while investing less time and fewer resources actively seeking out new prospects. For more, see https://www.kitces.com/blog/fee-schedule-complexity-fear-of-opportunity-loss-maximizing-firm-growth/ and https://www.thesocietyofadvice.com/.
Category
Management
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