A lot of advisers say they're comprehensive, but it's hard to do that if you don't have access to the entire balance sheet. Billing based on net worth forces accountability and it allows you to execute on holistic financial planning."Krzysztof Garlewicz, president, Prosperifi.
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A lot of advisers say they're comprehensive, but it's hard to do that if you don't have access to the entire balance sheet. Billing based on net worth forces accountability and it allows you to execute on holistic financial planning."
