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.