As an advisor clients are interested in the tools and resources you offer along with your intellectual capital. Kim Butler and Tammi Brannan talk about the RIA and IAR relationships and how its an option to charge clients fees for the process.
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- The differences between the fiduciary platform and suitability standard – 3:35
- Why Kim moved away from the broker dealer relationship – 7:37
- Having skin in the game – 11:00
- Understanding the RIA and the IAR relationships – 13:07
- Why Kim doesn’t charge fees to every client – 15:00
- The RIA relationship with Kim and advisors -18:40
- What will happen with the DOL changes and the fiduciary rulings – 22:33
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