))
Fees and Value – With Brain Yarch - Episode 10
Manage episode 448836434 series 3605064
Контент предоставлен John Kailunas II. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией John Kailunas II или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
In this episode of the C4G podcast, John Kailunas interviews Brian Yarch, CLU, ChFC, LUTCF a lead financial advisor with Regal Financial Group. They discuss Brian's background in the industry, the changing landscape of financial advising, and how to navigate client relationships when it comes to politics and religion. They also touch on the importance of discussing fees with clients and the value that advisors provide. Brian shares his insights on the industry trends and the need for advisors to provide guidance and interpretation of information in an age of quick access to information.
Podcast Closing
Разделы
1. Introduction and Background (00:00:00)
2. Training and Accountability in the Industry (00:03:28)
3. Changing Landscape of Financial Advising (00:04:32)
4. Building Client Relationships (00:06:58)
5. Industry Trends and the Impact of Information Access (00:12:48)
6. Navigating Political and Religious Biases (00:19:58)
7. Discussing Fees with Clients (00:25:21)
8. Advice for Young Advisors (00:30:06)
9. Fun Question: Witnessing Historical Events (00:32:51)
20 эпизодов
Поделиться
