In this episode host, Belle Osvath, CFP®, interviews Andy Panko, CFP®, RICP®, EA, the founder and owner of Tenon Financial, an RIA that provides clients financial planning and investment management services for a flat fee.
They discuss why he chose the flat fee model and how his choice has shaped his business. Andy also talks about how his decision has aided him in attracting his ideal client and eliminated some of the complexity that other firms face.
If you have ever considered moving to a flat fee model or wondered how firms that do maintain their profitability. This is the episode for you.
Links:
- Linked in: linkedin.com/in/andypanko/
- Website: tenonfinancial.com/
FPA NCA News & Events: fpanca.org
Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17
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The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.
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