Join us at October’s Kitces Monthly Office Hours where Michael Kitces and expert guests Michael Lecours and Angie Herbers, will discuss how to manage client variability to make your firm more scalable.
At this Office Hours, advisors will learn:
- Low-cost strategies to offer flexibility for a range of clients
- How to create customized services for a focused clientele
- Ways to manage the various domains of variability, from when client meetings are held to how clients receive service support
Presenters:
Michael Lecours, CFP®, Co-Founder of fpPathfinder and Angie Herbers, Chief Executive and Senior Consultant at Herbers & Company
