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Professional Financial Advice - The Landscape - E 22

EPISODE · Oct 22, 2023 · 29 MIN

Professional Financial Advice - The Landscape - E 22

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

ON THIS EPISODE WE COVER:- How Pattu got started himself all those years ago- Why some people need a Financial Advisor- A list of players who offer this kind of advice- Insurance agents and how they work- How online content is so important for these players- MF distributors, RIAs and RoboAdvisors - the difference- FInfluencers !- SEBI registered Portfolio Managers- SEBI registered Research Analysts- Unregulated stock tips!- %age of your Assets - a flawed argument?- P.V. Subramanium's analogy!- How AI will change financial planning- Dependency - good or bad?See omnystudio.com/listener for privacy information.

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Professional Financial Advice - The Landscape - E 22

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