The Financial Planning Process - E 25

ON THIS EPISODE WE COVER: - Vikram laying out the process he follows - Understanding the Cash Flow of each client - Prioritising when there are too many goals - The Tools that Vikram uses to present and structure a plan - Does this process change for Freelancers? - Vikram tells us what he thinks the real value that a RIA brings to the table is - Pattu tells us what he feels the true value is - How many of Vikram's clients are returning customers? (And is that bad for business?) - How does a client trust enough to share all their financial information? - After a decade of Financial Planning, what advice does Vikram have for YOU? - How Vikram reacts to clients who want F.I.R.E. - Vikram's thoughts on ReBalancing and DeRisking - What is the pressure that an RIA goes through? - After 10 years, what does success look like for an RIA like Vikram - Advice and inspiration for aspiring FEE ONLY RIAs - How can we take financial advice to the masses? See omnystudio.com/listener for privacy information.