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Don's Monthly Newsletter: "How to Talk About Your Fees with Confidence" - July 2025

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Let's address a subject that challenges even experienced Advisors: fees.

Bringing up your fee structure with a client shouldn’t feel like slipping a bill under the door. But for many Advisors, it does. The mere mention of “1%” can trigger everything from self-doubt to full-on apologetic tap dancing. (I realize many of our readers charge less than 1%. I am merely making a generic reference. The same rules apply, whatever you charge)



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