Ep #207: Shifting from AUM to Flat Fees Based on Complexity: Finding the Right Fee Structure for Your Clients - The Career of Jason Speciner

After attending Colorado State University on a football scholarship, Jason Speciner graduated with a degree in business administration in 2004 and has been a practicing registered financial advisor ever since. Today he joins the show to discuss how his firm has implemented a comprehensive services model, which he says is helping to shift the value conversation to the planning side while charging the client a simple and transparent fee.

Listen in to learn what Jason is doing to lay the foundation for growth and hear about his experience with finding, hiring, and managing his first employee. You'll discover what it took to find the right person to help grow his firm, get his hiring tips based on what he learned, and see how his persistence has paid off.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/207