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How To Accelerate Client Growth As An Advice-Only Firm

CFO News Room

And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. And a little bit of accountability, making sure that people are doing their implementation because they’re the ones responsible for it.

Planning 130
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Transcript: Joel Tillinghast, Fidelity

Barry Ritholtz

Joel Tillinghast : Well, okay, G, when he was six, my grandfather, who was a bookkeeper accountant at a textile mill died and my grandmother was a second string violin at the Providence Symphony Orchestra, which didn’t pay well then, and I suspect didn’t pay well now. And I was a math nerd as a kid. Tell us about that.