Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 4min
Understanding Family Offices and Their Services
03:43 • 3min
Unpacking Financial Advisory Fees
06:16 • 17min
Navigating Advisory Fees and Family Dynamics
23:22 • 9min
The Limitations of Automated Investment Solutions in Wealth Management
32:05 • 2min
The Negotiation of Financial Advisory Fees and Client Empowerment
33:38 • 4min