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Bringing the Cost to Serve Down
Financial planning remains expensive as it mainly targets the needs of the richest 1%. And unfortunately the technology we use was tailored for a passing era and has not kept up with today’s changing planning demands.
On this episode of Elementality, Reese and Carl discuss right-sized planning and bringing the cost of advice down so we can impact the 99%.
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By Jordan Haines, CFP®
4.8
3434 ratings
Financial planning remains expensive as it mainly targets the needs of the richest 1%. And unfortunately the technology we use was tailored for a passing era and has not kept up with today’s changing planning demands.
On this episode of Elementality, Reese and Carl discuss right-sized planning and bringing the cost of advice down so we can impact the 99%.
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