Behind The Advisor

Ep #20: Net Worth & Income Based Retainers & More from The Planning Center


Listen Later

If you're interested in variations of the retainer model, how firms like The Planning Center are changing the way planning is done, and how leaders like Andrew are carving new career paths in the industry, you won't want to miss this insightful interview!

You can find show notes and more information here: https://www.xyplanningnetwork.com/20

...more
View all episodesView all episodes
Download on the App Store

Behind The AdvisorBy XYPN

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

137 ratings


More shows like Behind The Advisor

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,230 Listeners

Odd Lots by Bloomberg

Odd Lots

2,005 Listeners

Financial Advisor Success by Michael Kitces

Financial Advisor Success

718 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

463 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,157 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

243 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,678 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,267 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

114 Listeners