Fee Conversation (Ep. 57)

May 30, 2023

This was a quick impromptu conversation, as I hopped on the mic on a recent visit down to Kansas City. I hope you enjoy, and I'd love to connect with you if any of this resonate with you personally!

Connor and I discuss:

• How a marketing team can lighten the load for financial advisors
• Why I created a firm with a flat-fee structure, and who this is best suited for
• Why every firm says they offer "comprehensive" planning, but it's important to ask for examples to see what this looks like
• And finally, we've covered this in the past, but we reiterate why working with a Fiduciary is important, but how this can be a deceiving term when advisors act in both a sales and fiduciary responsibility

 

Connect with Loren:

Share More & Get in Touch

LinkedIn: Loren Sherman