Fee-Based Advice: The Hard Questions with Johann Maree

About this episode

In this episode, Francois du Toit and Johann Maree discuss the complexities of fee-based advice and the challenges faced by advisers.

Send us Fan Mail In this Part 2 conversation with Johann Maree, we take on the hard questions that came out of the last episode on fee-based advice. We talk plainly about how a book (or rather a business) is valued, how fees are collected, what to do when clients default, and how to think about clients who cannot afford advice right now. We also unpack LVC, whether the old formula still works, and what advisers need to rethink in light of regulation and AI. Most of all, we tackle the ...

People in this episode

Host: Francois du Toit

Guest: Johann Maree

Topics covered

• fee-based advice
• client management
• business valuation
• regulation
• artificial intelligence

Keywords

• fee-based advice
• business valuation
• client default
• LVC
• regulation
• AI

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