Innovative, New Way to Get Financial Planning Has Our Attention

Subscription-based financial planning is disrupting the industry and it’s getting a lot of buzz! Before we all buy into the hype, because our team LOVES some elements of it, let’s make some popcorn and look into this approach more.

24 Minuten

45.91 MB

Podcast

Podcaster

The Chris Burns Show

Wirtschaft , Nachrichten , Gesellschaft & Kultur

Beschreibung

vor 6 Jahren

In this episode of the Dynamic Money show, we’re
introducing the class to the new kid: subscription-fee-based
financial planning. Ohhhhhh exciting! I agree. This sparks some
great conversations about values and motives that we'll unpack
together. Enjoy.

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