advice-only practice management 5

https://smart-wiki.win/index.php/Why_Transparent_RIA_Pricing_Matters_for_Independent_Advisors_and_Their_Clients

It means running a business where you guide clients through their financial, legal, or strategic decisions without managing their money or executing the plans yourself. For instance, a lawyer might offer contract reviews and negotiation strategies while the client handles actual filing and paperwork. This approach keeps overhead low, focuses on expertise rather than administrative tasks, and works well for clients who want professional insight without handing over full control.