Measure Twice Planners
Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives into the qualitative side of money.
Watch the full conversations, receive CFP® CE credit, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com
Measure Twice Planners
How to Choose Your Financial Planning Compensation Model
During this episode, I share my thoughts about launching an advice-only financial planning firm and deciding not to manage any client investments – specifically to serve different people differently – not to claim all other service and compensation models are bad. I recorded this episode about 7 months after launching my financial planning firm, and I hope it helps you gain additional clarity about your desired business model and ideal client avatar.
Learn more about official membership benefits at MeasureTwicePlanners.com.
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