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.
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