Paisa Vaisa with Anupam Gupta Advisor Perspectives Part-4: A Client-Focused Approach to Financial Advice
Nov 28, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
Ladda 7 Financial Advisory
02:12 • 2min
Financial Products - The Problem Is Not Fee Only Advice
04:22 • 2min
Investment Agwaysa Regulation
06:15 • 3min
What Is the Difference Between a Financial Planner and a Client Focused Advisor?
09:24 • 3min
RA Is the Only for Rich People and I Can't Afford an RA?
12:15 • 3min
Having a Financial Advisor Is a Great Idea
15:36 • 2min
Do You Want One Time Advice?
17:16 • 2min
What Is Ongoing Advice?
19:08 • 2min
Is There a Fee Structure for Perpetual Engagement?
21:11 • 2min
How Do You Think About SEBI Regulations?
23:33 • 2min
What Is a Fiduciary?
25:22 • 3min
The Requirement Benchmark for Advisors
28:16 • 2min
Listen to Pessa's Podcast - The Habit Coach Podcast
30:24 • 2min