What Fee Model Best Captures the Value I Deliver?

Advisors know their advice is valuable—but how should they charge for it? In this episode of Kick It Open, Julia Lilly, founder of Ryerson Financial, breaks down different fee models, the rise of advice-only planning, and how transparency empowers clients. Whether you’re rethinking your pricing or launching your own firm, this episode is packed with insights to help you charge with confidence.