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Контент предоставлен Cody Garrett, CFP® and Cody Garrett. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Cody Garrett, CFP® and Cody Garrett 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.
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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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How to Choose Your Financial Planning Compensation Model
Manage episode 375946004 series 3507038
Контент предоставлен Cody Garrett, CFP® and Cody Garrett. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Cody Garrett, CFP® and Cody Garrett 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.
During this episode, I share my thoughts about launching an advice-only financial planning firm and deciding not to manage any client investments – specifically to serve different people differently – not to claim all other service and compensation models are bad. I recorded this episode about 7 months after launching my financial planning firm, and I hope it helps you gain additional clarity about your desired business model and ideal client avatar.
Learn more about official membership benefits at MeasureTwicePlanners.com.
18 эпизодов
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Manage episode 375946004 series 3507038
Контент предоставлен Cody Garrett, CFP® and Cody Garrett. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Cody Garrett, CFP® and Cody Garrett 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.
During this episode, I share my thoughts about launching an advice-only financial planning firm and deciding not to manage any client investments – specifically to serve different people differently – not to claim all other service and compensation models are bad. I recorded this episode about 7 months after launching my financial planning firm, and I hope it helps you gain additional clarity about your desired business model and ideal client avatar.
Learn more about official membership benefits at MeasureTwicePlanners.com.
18 эпизодов
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Похожие на Measure Twice Planners
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…
continue reading
Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
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continue reading
An original podcast brought to you by the graduate students of the Department of Anthropology at The Ohio State University. Join us once as we explore the human experience! We are now a part of the Anthropology Public Outreach Program at The Ohio State University. Follow us @ohiostateAPOP
…
continue reading
Are you looking for more happiness, success and vitality in your life? Get inspired each week with Wellness Expert, Integrative Medicine Fellow & Keynote Speaker, Kristel Bauer. Live Greatly shares empowering conversations about life, wellness & success talking with top experts, athletes, celebrities, CEOs and other incredible individuals. Tune in for insights to thrive personally and professionally. It’s time to awaken your ultimate potential! Disclaimer: All of the information shared on th ...
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