Private Practice Startup Podcast cover image

Ep 305: Financial Planning for Your Private Practice

Private Practice Startup Podcast

00:00

What Do You Want Your Audience to Take Away From Your Presentation?

The financial industry expects consumers to figure this out, but fee-based means that they actually are earning commissions. Dave: "I just recommend starting with a fee-only and just understanding and getting clear about where conflicts of interest might buy" The best place to find me is my website so that the name of my phone is Turning Point.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app