

28. Does This Stuff Work? Interviews with Four Advisors
Sep 2, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 2min
I'm Not Satisfied, I Just Want to Try New Things
01:35 • 2min
Portfolio Management and Financial Planning
03:29 • 2min
Portfolio Management
05:27 • 2min
I'm Up at Four in the Morning and Work on Stuff.
07:45 • 2min
How to Quantify Your Tax Savings
09:23 • 2min
I Love Your Onboarding Process, I'm Having a Better Experience
11:30 • 2min
What Have You Changed About Your Business?
13:55 • 3min
How Do You Get Your Clients to Trust You With Their Funds?
16:50 • 2min
How Much Do You Feel Confident About Charging for Your Time?
19:16 • 2min
I'll Just Be Like Working or Let Go for Runnl
21:22 • 2min
Are You Having a Good Day?
23:49 • 2min
How Much Are You Charging for Advice?
25:28 • 2min
A Marney Was a Game Changer for Me
26:59 • 2min
The Changes You've Made as a Member of the Arizer Network
29:08 • 2min
True Life Financial Planning May Not Exist Anymore
31:23 • 2min
Isi, Love and Hate That Phrase?
33:12 • 2min
How Are the Meanings Different for You?
35:42 • 2min
Transformative, Not Transactional, Is Imperative
37:30 • 2min
Transforming Your Business
39:14 • 2min
I'm Just Kitty. I'll Tell You About Why It's Better
41:25 • 3min