For Advisor By Advisors - Interview with Andy Panko, CFP®, RICP®, EA, Practitioner and Educator of Tax-Efficient Retirement Planning & Investment Management - Should Financial Advisors use the Flat Fee Approach? One Expert Weighs In!
MP3•Laman utama episod
Manage episode 382527220 series 3380761
Kandungan disediakan oleh Evan J Mayer. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Evan J Mayer atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
In this episode, we speak with Andy Panko, CFP®, RICP®, EA, Practitioner and Educator of Tax-Efficient Retirement Planning & Investment Management. We talk with Andy about in just 3 years, he grew his practice extensively using the flat fee approach. We also discussed his views on how other advisors charge and what he feels is most appropriate. We went over his LinkedIn and how he uses it to “call out” the bad actors in the business. It was a fun conversation and one that I think the audience will enjoy!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors
How To Quit Your Job and Start A Business (Limited Series Podcast)How To Quit Your Job and Start A Business is a 20-episode limited podcast...
Listen on: Apple Podcasts Spotify
Bab
1. For Advisor By Advisors - Interview with Andy Panko, CFP®, RICP®, EA, Practitioner and Educator of Tax-Efficient Retirement Planning & Investment Management - Should Financial Advisors use the Flat Fee Approach? One Expert Weighs In! (00:00:00)
2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:20:09)
3. (Cont.) For Advisor By Advisors - Interview with Andy Panko, CFP®, RICP®, EA, Practitioner and Educator of Tax-Efficient Retirement Planning & Investment Management - Should Financial Advisors use the Flat Fee Approach? One Expert Weighs In! (00:20:50)
84 episod