About this episode

Bradley Clark discusses how to successfully scale an advisory firm using a flat-fee model while maintaining strong client relationships.

What does it take to build a successful advisory firm using a flat-fee model instead of charging based on assets under management? And how can advisors scale effectively while still delivering highly personalized retirement income planning and maintaining strong client relationships? Bradley Clark is the founder of Clark Asset Management, a remote RIA overseeing $1.6 billion in assets under management for 340 client households. In this episode, Bradley shares how he has grown his firm by focusing on flat fees for clients nearing and in retirement, and why he believes achieving "minimum efficient scale" is especially important for firms using this model. Listen in to hear how Bradley tracks operational metrics to measure growth and efficiency, how he has thoughtfully increased fees over time while maintainin g strong client retention, and how lessons from his earlier career experiences helped shape the way he runs and grows his advisory business today. For show notes and more visit: https://www.kitces.com/495

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