Parker Holland discusses various topics related to financial planning and retirement. He clarifies different fee structures in the financial industry, including management fees, commission fees, and expense ratios.

28/06/2024 52 min Episodio 3
Parker Holland discusses various topics related to financial planning and retirement. He clarifies different fee structures in the financial industry, including management fees, commission fees, and expense ratios.

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Episode Synopsis

Parker Holland discusses various topics related to financial planning and retirement. He clarifies different fee structures in the financial industry, including management fees, commission fees, and expense ratios. Parker emphasizes the importance of education and understanding for clients when it comes to fees and commissions. He also explains the qualifications and designations that financial advisors can have, such as Chartered Financial Consultant (CHFC), Registered Financial Consultant (RFC), and Certified Financial Planner (CFP). Parker highlights the need for clear communication between advisors and clients and the importance of regular face-to-face meetings. He concludes the conversation with a case study that demonstrates the potential income and growth of a retirement plan. Visit Parker Holland to learn more. Call 877 359 1979See omnystudio.com/listener for privacy information.

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