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How to Choose Your Financial Planning Compensation Model
Manage episode 375946004 series 3507038
Content provided by Cody Garrett, CFP® and Cody Garrett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cody Garrett, CFP® and Cody Garrett or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
During this episode, I share my thoughts about launching an advice-only financial planning firm and deciding not to manage any client investments – specifically to serve different people differently – not to claim all other service and compensation models are bad. I recorded this episode about 7 months after launching my financial planning firm, and I hope it helps you gain additional clarity about your desired business model and ideal client avatar.
Learn more about official membership benefits at MeasureTwicePlanners.com.
18 episodes
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Manage episode 375946004 series 3507038
Content provided by Cody Garrett, CFP® and Cody Garrett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cody Garrett, CFP® and Cody Garrett or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
During this episode, I share my thoughts about launching an advice-only financial planning firm and deciding not to manage any client investments – specifically to serve different people differently – not to claim all other service and compensation models are bad. I recorded this episode about 7 months after launching my financial planning firm, and I hope it helps you gain additional clarity about your desired business model and ideal client avatar.
Learn more about official membership benefits at MeasureTwicePlanners.com.
18 episodes
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Similar to Measure Twice Planners
A weekly dose of just the right medicine to help you get out of debt, save more money, and beat the paycheck to paycheck cycle.
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continue reading
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…
continue reading
A science guy from the deep south (Destin) and a humanities guy from the wild west (Matt Whitman) discuss deep questions with varying levels of maturity.
…
continue reading
Interviews with mathematics education researchers about recent studies. Hosted by Samuel Otten, University of Missouri. www.mathedpodcast.com Produced by Fibre Studios
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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The Primal Potential Podcast is about transformation, not information. So many of us KNOW what we need to do to achieve our goals but we aren't DOING it. There's a continuous gap between our INTENTIONS and our ACTIONS. Primal Potential is a TOOL to help you create massive change in your life and ENJOY the journey!
…
continue reading
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Do your eyes glaze over when looking at a long list of annual health insurance enrollment options – or maybe while you’re trying to calculate how much you owe the IRS? You might be wondering the same thing we are: Where’s the guidebook for all of this grown-up stuff? Whether opening a bank account, refinancing student loans, or purchasing car insurance (...um, can we just roll the dice without it?), we’re just as confused as you are. Enter: “Grown-Up Stuff: How to Adult” a podcast dedicated ...
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…
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