Healthy, Wealthy,  Wise Retirement Podcast

Fee Conversation (Ep. 57)


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This was a quick impromptu conversation, as I hopped on the mic on a recent visit down to Kansas City. I hope you enjoy, and I'd love to connect with you if any of this resonate with you personally!

Connor and I discuss:

  • How a marketing team can lighten the load for financial advisors
  • Why I created a firm with a flat-fee structure, and who this is best suited for
  • Why every firm says they offer "comprehensive" planning, but it's important to ask for examples to see what this looks like
  • And finally, we've covered this in the past, but we reiterate why working with a Fiduciary is important, but how this can be a deceiving term when advisors act in both a sales and fiduciary responsibility

Connect with Loren:

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LinkedIn: Loren Sherman

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Healthy, Wealthy,  Wise Retirement PodcastBy Loren Sherman

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