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Fee only RIA - Talking the Talk - E 24

EPISODE · Nov 5, 2023 · 39 MIN

Fee only RIA - Talking the Talk - E 24

from Let's Get RICH With PATTU! · host OfSpin Media Friends

ON THIS EPISODE WE COVER:- How this all began in 2014- Vikram's background in Canada with Wealth Management and Financial Planning- If Financial Planning is only for Rich people- The real value that DIY investors get from Vikram- Why RIAs reject some clients- Pattu points out how Doctors and Lawyers are different from a Financial Planner, in the world of Professionals- What FPs do NOT do as part of their service- Pricing for Fee only RIAs- Around 1000 registered RIAs, but how FEE ONLY RIAs are a precious few!- The price range of fee only RIAsSee omnystudio.com/listener for privacy information.

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Fee only RIA - Talking the Talk - E 24

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