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Ep 215: Tracking The Client's (Non-Portfolio) Results To Price Your Financial Planning Retainer Fee with Shawn Tydlaska
Ep 215: Tracking The Client's (Non-Portfolio) Results To Price Your Financial Planning Retainer Fee with Shawn Tydlaska
ratings:
Length:
102 minutes
Released:
Feb 9, 2021
Format:
Podcast episode
Description
Shawn Tydlaska is the founder of Ballast Point Financial Planning, an independent RIA based in the San Francisco Bay Area that serves 117 high-income young professionals across the country, helping them turn income into wealth. Ballast Point is unique in that it uses a blended model of a minimum $5,000 retainer paid monthly, plus an additional fee of ten basis points above $2 million to adjust pricing upward for the most complex clients. In this episode, we talk about how Shawn structures his services and the foundation that forms the basis of his planning process with clients. Listen in to hear about the tracking system he put in place to not only show his worth to clients, but also to increase his own confidence in what he offers. You'll learn how he was able to build his firm so quickly in the five years since he started, what he says was key to his firm’s growth in the early days, and more. For show notes and more visit: https://www.kitces.com/215
Released:
Feb 9, 2021
Format:
Podcast episode
Titles in the series (100)
Ep 002: Love-Affair Marketing and Amplifying Your Successful Business with Ron Carson: Today I’m speaking with Ron Carson, a veritable legend in the financial planning world: the top-ranked advisor at LPL for 25 years running, and the founder of Carson Wealth, the Peak Advisor Alliance, and the Dreamweaver Foundation. by Financial Advisor Success