Summary: When it comes to considering, or reconsidering, a revenue model for your firm, the first question you should ask yourself is “What do I do for my clients?” Now, as you read this, you may find yourself thinking, “I know what I do for clients – and they know that I add value. Otherwise they wouldn’t continue to be clients.”
 Eventually your clients, and every other advisor’s clients, will start asking the hard questions. Before they do, you should ask and answer them yourself, then share the answer with your clients soon and often.”Matt Lynch, Managing Partner of Strategy & Resources and Julie Littlechild, Founder, If Not Now Research. |
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