#138 - Mastering the Income Rollercoaster: Austin Preece’s Approach to Real Estate Pros
Austin Preece went from selling insurance to building a thriving fee-only financial planning firm—by doing things differently. He rejected the traditional AUM model in favor of charging 0.5% of net worth, aligning his fees with client outcomes. When he realized a 100% prospect close rate meant his pricing was too low, he raised his fees and built a sustainable practice around clients who truly value his expertise.
Rather than broad marketing, Austin carved out a niche with real estate professionals, using his expertise in 1031 exchanges and Delaware Statutory Trusts to help agents manage…
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