Kandungan disediakan oleh Terence Tobin. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Terence Tobin 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.
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What the Finance with Terence Tobin: Financial advisors vs Financial planners

30:53
 
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Kandungan disediakan oleh Terence Tobin. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Terence Tobin 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.

Recently, I was interviewed on the Easy Does It Podcast....
It's about time that we start talking to and about financial advisors and planners in order to strip away some of the traditional notions we hold about money.
With the help of Terence Tobin, an independent financial planner, we compare and contrast between the different shades of advisors and planners that could guide you through your financial journey.
In this episode Terence differentiates how fees are typically applied between planners and advisors, as well which side is more inclined to push specific products to its clientele. The man even shares tips on how to identify scammers!
Do not miss out on the practical insights shared in this instalment of Easy Does It.
Press play and share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities and @terencetobin or tagging us on the gram.
To sign up to EasyEquities: http://bit.ly/2EtcE85
DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

  continue reading

48 episod

iconKongsi
 

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on September 28, 2023 14:02 (5M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 324485591 series 2967332
Kandungan disediakan oleh Terence Tobin. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Terence Tobin 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.

Recently, I was interviewed on the Easy Does It Podcast....
It's about time that we start talking to and about financial advisors and planners in order to strip away some of the traditional notions we hold about money.
With the help of Terence Tobin, an independent financial planner, we compare and contrast between the different shades of advisors and planners that could guide you through your financial journey.
In this episode Terence differentiates how fees are typically applied between planners and advisors, as well which side is more inclined to push specific products to its clientele. The man even shares tips on how to identify scammers!
Do not miss out on the practical insights shared in this instalment of Easy Does It.
Press play and share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities and @terencetobin or tagging us on the gram.
To sign up to EasyEquities: http://bit.ly/2EtcE85
DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

  continue reading

48 episod

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