Scaling to increase your bottom line is important for every business but compressing your fees to get there does not seem fair to you. Plan Sponsors expect more for less. How do you continue providing top tier service without sacrificing profitability? Learn how top tier advisors are delivering more value to their clients while maintaining a profitable practice and continuing to grow.
Chris Giovinazzo, AIF®️, CPFA™️, ARPC, C(k)P®️, Managing Director
Fred Greenstein, Blue Ocean Strategies