What Is Ongoing Advice?

We engage for only doing a financial plan and we give the option to the client to execute on their own. We call it a perpetual engagement. If a client wants to engage on an ongoing basis, that is also available. That is purely optional. And like you like you said, I mean, they can come after maybe two years, three years, four years for a recheck of whether the whole plan is going going on track.

Play episode from 19:08

Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app