u/PlanwithaPurpose14

Did you experience a lot of growth in early years? I would think that HNW clients would have a good amount of interest in flat fee for the discount aspect. 

I’m thinking about the new solos out there that are considering flat fee vs a blended AUM schedule who want to get profitable clients as fast as possible without having to switch from flat fee to AUM and potentially losing some of their book. 

I’m at a big brokerage firm where we hit the phones hard to find clients. What do solo advisory firms do to find clients to start out? I’ve talked with some solos who post content, get in directories, and clean up their website but all of that assumes that clients are finding you and coming to you. That’s not in my nature, especially if I went solo and my income would go to zero.

Thanks in advance!