I charge wealthy clients two percent in fees to put them in index funds and sometimes I wonder if I am stealing from them.
More people experience this than they realize.
The gap between service complexity and fee structure can create nagging doubts about our professional value.
“Where Are You with Financial Services — Financial Advisory & Wealth Management?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.