Summary: Unless you live in rural Afghanistan, you’re probably aware of the current conversation going on in the independent advisory industry about whether flat retainer fees might be better for clients (and advisors) than AUM fees.
 In our experience, the key to success in the advisory business is to be able to tell your target clients that you offer the services they need and want. Once you do that, how they pay for those services is an afterthought to them. It should be one to their advisor, too.”Angie Herbers, Managing Partner, Kaleido Inc. |
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