Unbundling Financial Services and Maximizing Value for High-Net-Worth Individuals (Ep. 88)

Live Life Liberated
13/12/2023 37 min
Unbundling Financial Services and Maximizing Value for High-Net-Worth Individuals (Ep. 88)

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Episode Synopsis

As the financial services industry moved to a fee-based model, many firms started to ‘bundle’ their services. For example, investment management may be bundled with financial planning. But are clients really getting maximum value from bundled services? In this episode, Derek Myron, CFP®, Managing Director, and Sean Clark, Director of Financial Planning,  explore the benefits …

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