Fee only RIA - Talking the Talk - E 24

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 GListen to the previous episode here-    • The World of SEBI RIAs - E 23   - E23 GListen to the next episode here-    • The Financial Planning Process - E25   - E25 In association with ‪@pattufreefincal‬ A link to our audio shows: https://linktr.ee/ofspinmediafriends