Radical Personal Finance cover image

1073-Friday Q&A: Implementing Financial Plans Turning $120k into $2,500/mo, Asset Rich and Cash Poor

Radical Personal Finance

CHAPTER

The Transition in Financial Advisory Models

This chapter explores the shift from commission-based to fee-based financial advisory services, analyzing the historical context and impact of the no-load mutual fund revolution. It delves into the ethical implications of suitability versus fiduciary standards and the accessibility challenges of financial advice for varying income levels. The narrative also highlights the evolution of client relationships and the importance of motivation in implementing effective financial planning.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner