Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
Discount Advisers Can't Understand Why Premium Advisers Are So Absurd
01:32 • 3min
Are You F or Y Fee Only?
04:45 • 3min
How Do You Come Up With This Number on the Tax Tur Now?
08:02 • 2min
Building a Team Creation Financial Plan
09:49 • 2min
How Many Hours Does It Take to Build a Financial Plan?
11:49 • 2min
What's Your Next Step?
13:32 • 4min
I'm a Little Bit Nervous for a 30 Minute Challenge
17:57 • 2min
What Is a Financial Plan?
20:10 • 3min
I Love That Level of Detail, Mica.
23:08 • 2min
I've Never Met Discount Advisers, and They're Not Living in Reality
24:55 • 2min
The Way Back Machine, Isn't It?
26:47 • 2min
What's Your Action Item in Financial Planning?
28:20 • 3min