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Financial Planner Life Podcast

Dave Robinson on why It's the 'Chartered IFA Way or The Highway'

Nov 24, 2022
Dave Robinson, a Chartered Financial Planner, discusses the importance of the IFA profession, his personal journey, business strategies, and advocacy for clients with special needs. He shares insights on fixed fees, time recording, ethical investments, and nurturing talent within the industry. The podcast touches on fair fees, transparent payment models, and the evolution of financial planning, emphasizing client value and independence.
02:04:00

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Transparent and fair financial planning fees promote trust and value for clients.
  • Creating a sustainable financial planning firm involves instilling shared values and goals within the team.

Deep dives

Importance of Transparent Financial Planning Fees

Transparent and fair financial planning fees are emphasized in the podcast episode. Dave Robinson explains the significance of charging clients based on the time and effort involved in providing services. By calculating fees in a clear and objective manner, clients can understand and appreciate the value they receive. Robinson's approach aims to ensure that clients pay for the resources utilized, promoting trust and fairness in the financial planning process.

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