
Paisa Vaisa with Anupam Gupta Advisor Perspectives 7 | Make Kids Money Smart with GYR Financial Planners
Feb 27, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
How to Make Kids Money Smart
01:36 • 3min
CXO - The Client Experience
04:27 • 3min
Financial Life Planning - How Does It Play Out Over Life Cycles?
07:16 • 3min
Are You Looking for a Wealth Manager or a Financial Plan?
10:09 • 2min
The Difference Between Wealth Management and Financial Planning
11:54 • 4min
Investor Returns Versus Investor Behavior in That Hole
16:03 • 3min
Managing Client Expectations
19:05 • 4min
XYZ Cryptocurrency
22:54 • 3min
What Are the Reasons Why a Client Drops Off Ends Association?
26:21 • 2min
Why Do I Need an Advisor?
28:15 • 2min
Advice for DIY Investors?
29:59 • 2min
Pessa Vesser Podcast - The Last and Final Interview With Rohit Shah
31:34 • 3min
