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 RIAs See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Nov 5, 2023

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Fee only RIA - Talking the Talk - E 24

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