3min chapter

Kitces and Carl - Real Talk for Real Financial Advisors cover image

From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Then You're Off Course Again.

i think the shift in the business model, iis a really material factor in this. I don't think it waseuse o, think was a mooring, like a canleya as im, thinkn of ack tere. Like, i didn't get paid for that, imean, that was te of the business. And to day, the majority the revenue from te large broker dealers is fees. Getting a guide is just another word for ongoing advice.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode