About this episode

This episode discusses leveraging technology and a flat-fee model to enhance financial planning for next-generation clients.

Reaching next-generation clients at scale often requires rethinking how financial planning is built, priced, and delivered. This episode explores how a tech-forward, flat-fee model can expand access to planning, create a consistent client experience, and unlock new growth channels both through direct-to-consumer marketing and partnerships with other advisory firms. Adam Dell is the founder of Domain Money, an RIA that operates virtually nationwide, serving 1,400 clients and expecting to generate approximately $10 million in revenue this year. Listen in as Adam shares how his firm built a financial planning software solution from the ground up to address the specific needs of his ideal clients. You'll learn how his firm uses AI to reduce administrative burden (while deciding what must be handled by an advisor, reviewed by a human, or automated entirely), as well as how a tech-forward, flat-fee experience attracts clients who may not fit traditional asset-based fee models. For show notes and more visit: https://www.kitces.com/481

People in this episode

Host: Michael Kitces

Guest: Adam Dell

Topics covered

• financial planning
• technology
• next-generation clients
• flat-fee model
• growth channels

Keywords

• financial planning
• technology
• flat-fee model
• next-generation clients
• AI
• growth channels
• Domain Money

Mentioned in this episode

Organizations: Domain Money

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