Fee-only planning; service model evolution, and which type of planning is good for which client
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Fee-only planning; service model evolution, and which type of planning is good for which client
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Dr. Dan & Daniel discuss fee-only, fee-based, and commission-only financial planning. They then move on to discuss how MY Wealth Planners' planning model has evolved from standalone investment management and one-time project services to its current comprehensive model. And they end their conversation on the topic of which types of planning models are good for which types of client.
To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com
To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults
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