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3 Reasons You Should Choose A Flat Fee Financial Advisor
Manage episode 395685153 series 3377217
In today's episode, Devin reveals a significant transformation in his professional approach — the transition to a flat fee structure. After a period of subtle hints, the change is now official and marks a new chapter for his firm. Join Devin and John as they discuss the motivations behind this decision, the considerable reduction in firm revenue to make the shift, and the reasons behind the growing popularity of this business model. They'll also dive into why consumers should seriously contemplate opting for a flat fee financial advisor, highlighting the advantages this could bring to their financial planning and management.
If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews” section, tap to rate with five stars, and select “Write a Review.” Then be sure to let us know what you loved most about the episode!
Also, if you haven’t done so already, follow the podcast. We’re adding new content every week and if you’re not following there’s a good chance you’ll miss out. Follow now!
Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says “Send A Voicemail.”
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.
Contact Devin’s team at https://www.carrolladvisory.com/
Contact John’s team at https://www.rossandshoalmire.com/
219 tập
Manage episode 395685153 series 3377217
In today's episode, Devin reveals a significant transformation in his professional approach — the transition to a flat fee structure. After a period of subtle hints, the change is now official and marks a new chapter for his firm. Join Devin and John as they discuss the motivations behind this decision, the considerable reduction in firm revenue to make the shift, and the reasons behind the growing popularity of this business model. They'll also dive into why consumers should seriously contemplate opting for a flat fee financial advisor, highlighting the advantages this could bring to their financial planning and management.
If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews” section, tap to rate with five stars, and select “Write a Review.” Then be sure to let us know what you loved most about the episode!
Also, if you haven’t done so already, follow the podcast. We’re adding new content every week and if you’re not following there’s a good chance you’ll miss out. Follow now!
Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says “Send A Voicemail.”
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.
Contact Devin’s team at https://www.carrolladvisory.com/
Contact John’s team at https://www.rossandshoalmire.com/
219 tập
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