Many financial professionals got into this field to help others — but what happens when a prospect truly needs your help and doesn’t meet your minimums?
In this candid conversation, Michael Kitces and Carl Richards explore how advisors can say yes more often — without undermining the sustainability of their business.
You’ll learn:
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The “Barbell Model” for balancing high-paying clients with low-cost (or pro bono) service
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Creative ways to offer education through group programs and workshops
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How to structure one-off hourly consults to maintain boundaries while maximizing impact
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Why scope, capacity, and repeatability are the keys to doing high-integrity work at scale
This episode is for anyone who’s ever felt the tension between wanting to help and needing to stay afloat.