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
See omnystudio.com/listener for privacy information.
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