Sign up to save your podcasts
Or
Share Unbundling Financial Services and Maximizing Value for High-Net-Worth Individuals (Ep. 88)
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Unbundling Financial Services and Maximizing Value for High-Net-Worth Individuals (Ep. 88)
As the financial services industry moved to a fee-based model, many firms started to ‘bundle’ their services. For example, investment management may be bundled with financial planning. But are clients really getting maximum value from bundled services? In this episode, Derek Myron, CFP®, Managing Director, and Sean Clark, Director of Financial Planning, explore the benefits …
Read More Read More
View all episodes
By Centura Wealth Advisory
4.9
77 ratings
As the financial services industry moved to a fee-based model, many firms started to ‘bundle’ their services. For example, investment management may be bundled with financial planning. But are clients really getting maximum value from bundled services? In this episode, Derek Myron, CFP®, Managing Director, and Sean Clark, Director of Financial Planning, explore the benefits …
Read More Read More
More shows like Live Life Liberated
View all
WSJ Your Money Briefing
1,738 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
8,758 Listeners