Should You Set Client Minimum Asset Fees?

5/28/2019

By Antoinette Rodriguez, MBA

Even with shrewd scaling strategies, the reality is that financial advisors are human beings with bandwidth limits. The question of whether you should set minimum client asset fees is self-evident.

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Need advice on scaling your business, marketing/business strategy, partnership issues or leveraging your team? Contact Antoinette Rodriguez today for a complimentary consultation.

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Blog Author

Antoinette Rodriguez aka "ARod" is the CEO of New York City-based MarFi Advisors, a Million Dollar -level consulting firm and coach to financial and professional service providers.

ARod is also the lead video producer for MarFi Video Production for Independent Financial Advisors.

She has over 35 years of experience in "C" level relationship development and is a former Financial Advisor at Merrill Lynch's New York City then downtown World Financial Center headquarters.

If you want to book a one on one consult with Antoinette Rodriguez, email her here.

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