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The Challenge! Who Delivers More Value? [Episode 166]

The Perfect RIA

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Are You F or Y Fee Only?

Micheal: We are fe based financial planning for we charge a fee and then potenti. And the problem of these discount advisers is, i don't think they realize what a disservice they are doing to their clients. He says he put out a challenge on his Facebook page that if you can deliver more value than any discount adviser, there's no reason not to take him up on it. Michael: Let's learn from each other, right now. What dos and don'ts do in this type of competition? That's how it works,. jarvis: When you compete with shooting competitions, or racing competitions, all those types of things mean about othe same thing.

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