Ep 160: 👉 “The Fee Debate: Transparency, Incentives, and Who Really Decides”
In this episode of "The 9innings Podcast," host Kevin Thompson and guest Sarah Grillo discuss the ongoing debate over fee structures in financial advising, focusing on flat fee versus assets under management (AUM) models. They explore the importance of transparency, fairness, and client communication, highlighting how different models impact advisor incentives and client relationships. Sarah shares insights from her Transparency Movement, while both agree that building trust and adapting to client needs are key. The episode emphasizes that multiple fee models can coexist, and success depends…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.