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Todd Lester

Aug 11, 2026

8:27
So when you were crafting your ideal fee schedule, what were some of the things that you were considering or what went into, or how did you come up with those numbers?
8:36
Yeah.
8:36
Well, one of the things I think I started with was during my fourth quarter surge from 2025, I really created a spreadsheet to say, okay, is this client paying too little and what should we move them to? And I had identified probably $100,000 to $150,000 of revenue that we weren't charging for that we should.
8:59
And I looked at that and I considered sending a letter to everybody, letting them know the fee schedule.
9:06
And because I knew if I called each one, I would chicken out.
9:09
I wouldn't do it like I should.
9:13
And eventually I realized that I was not going to be very good at doing this.

14 MINS LATER

23:44
What would be your suggestion to those advisors or what would you, how would you coach those people?

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