Unbundling Financial Services and Maximizing Value for High-Net-Worth Individuals (Ep. 88)
Live Life Liberated
English - December 13, 2023 12:00 - 37 minutes - 33.9 MBInvesting Business Management Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
As the financial services industry moved to a fee-based model, many firms started to ‘bundle’ their services. For example, investment management may be bundled with financial planning. But are clients really getting maximum value from bundled services? In this episode, Derek Myron, CFP®, Managing Director, and Sean Clark, Director of Financial Planning, explore the benefits …
As the financial services industry moved to a fee-based model, many firms started to ‘bundle’ their services. For example, investment management may be bundled with financial planning.
But are clients really getting maximum value from bundled services?
In this episode, Derek Myron, CFP®, Managing Director, and Sean Clark, Director of Financial Planning, explore the benefits of unbundling financial services, especially for high-net-worth individuals and founder-led business owners.
Derek and Sean discuss:
The evolution of financial services toward fee-based RIAs
The distinction between “above the line” and “below the line” services
The value of income tax planning, wealth transfer planning, and balance sheet optimization
What to do if you feel you’re underserved (or need help finding a new professional)
Helpful advice for business owners considering selling their business
And more
Resources:
Connect with Derek Myron:
[email protected]
LinkedIn: Derek Myron
Connect with Sean Clark:
[email protected]
LinkedIn: Sean Clark
Connect with Centura Wealth Advisory:
(858) 771-9500
Centura Wealth Advisory
LinkedIn: Centura Wealth Advisory