Rick

You want a side of turkey bacon or you want turkey bacon inside the omelette?

You want a side of turkey bacon or you want turkey bacon inside the omelette?

Hey, Ox. Hello. My name is Rick, and I sell financial planning services to young big tech employees, W2 employees. We do about half a million in revenue. I'd love to be at five million within the next three years or so.

Hey, Ox. Hello. My name is Rick, and I sell financial planning services to young big tech employees, W2 employees. We do about half a million in revenue. I'd love to be at five million within the next three years or so.

Hey, Ox. Hello. My name is Rick, and I sell financial planning services to young big tech employees, W2 employees. We do about half a million in revenue. I'd love to be at five million within the next three years or so.

And what's currently stopping me is just a time resource management issue where I'm currently doing the fulfillment of meeting with our clients and I hired a new full-time associate planner to start to take over those relationships. And so I think my current constraint is figuring out how to replicate teams as I continue to grow the business.

And what's currently stopping me is just a time resource management issue where I'm currently doing the fulfillment of meeting with our clients and I hired a new full-time associate planner to start to take over those relationships. And so I think my current constraint is figuring out how to replicate teams as I continue to grow the business.

And what's currently stopping me is just a time resource management issue where I'm currently doing the fulfillment of meeting with our clients and I hired a new full-time associate planner to start to take over those relationships. And so I think my current constraint is figuring out how to replicate teams as I continue to grow the business.

We're doing, relatively, we're just doing organic marketing content, mostly on LinkedIn, and write a daily blog, which I post to the website, and an email list, a small email list.

We're doing, relatively, we're just doing organic marketing content, mostly on LinkedIn, and write a daily blog, which I post to the website, and an email list, a small email list.

We're doing, relatively, we're just doing organic marketing content, mostly on LinkedIn, and write a daily blog, which I post to the website, and an email list, a small email list.

About two.

About two.

About two.

No, and that was another question that I wanted to get your thoughts on was, One of the big swings that I took about four or five years ago is to change the traditional financial planning model. So instead of charging the 1% AUM fee, we charge a 25 basis point AUM fee and then a monthly subscription, which is 275. So it nets out to be about 5,000 per client per year on an annual basis.

No, and that was another question that I wanted to get your thoughts on was, One of the big swings that I took about four or five years ago is to change the traditional financial planning model. So instead of charging the 1% AUM fee, we charge a 25 basis point AUM fee and then a monthly subscription, which is 275. So it nets out to be about 5,000 per client per year on an annual basis.

No, and that was another question that I wanted to get your thoughts on was, One of the big swings that I took about four or five years ago is to change the traditional financial planning model. So instead of charging the 1% AUM fee, we charge a 25 basis point AUM fee and then a monthly subscription, which is 275. So it nets out to be about 5,000 per client per year on an annual basis.

And then obviously bigger clients pay more on the AUM.

And then obviously bigger clients pay more on the AUM.

And then obviously bigger clients pay more on the AUM.