Shifting from AUM to Flat Fees Based on Complexity

June 05, 2019

Ep 207 - Jason Speciner

After attending Colorado State University on a football scholarship, Jason Speciner graduated with a degree in business administration in 2004 and has been a practicing registered financial advisor ever since. Today he joins the show to discuss how his firm has implemented a comprehensive services model, which he says is helping to shift the value conversation to the planning side while charging the client a simple and transparent fee. 

Listen in to learn what Jason is doing to lay the foundation for growth and hear about his experience with finding, hiring, and managing his first employee. You'll discover what it took to find the right person to help grow his firm, get his hiring tips based on what he learned, and see how his persistence has paid off. 

Listen to the Full Interview:


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What You'll Learn from This Episode:

  • An overview of Jason’s career.
  • What factors he considers for his fees.
  • How to build your own fee structure.
  • The service model Jason is selling.
  • How he finds clients.
  • What typically happens with his tax-only clients.
  • His tips for finding and hiring the right person. 

Featured on the Show:

This Episode is Sponsored By:


XYPN's can’t-miss annual conference returns to Saint Louis in September 2019. This event is jam-packed with valuable content for new firm launchers and established firm owners alike. Take a much-needed break from working IN your business to work ON your business and connect with like-minded advisors leading the real financial planning movement.





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