))
Fees and Value – With Brain Yarch - Episode 10
Manage episode 448836434 series 3605064
Conteúdo fornecido por Kevin Berwald and John Kailunas II, Kevin Berwald, and John Kailunas II. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Kevin Berwald and John Kailunas II, Kevin Berwald, and John Kailunas II ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
In this episode of the C4G podcast, John Kailunas interviews Brian Yarch, CLU, ChFC, LUTCF a lead financial advisor with Regal Financial Group. They discuss Brian's background in the industry, the changing landscape of financial advising, and how to navigate client relationships when it comes to politics and religion. They also touch on the importance of discussing fees with clients and the value that advisors provide. Brian shares his insights on the industry trends and the need for advisors to provide guidance and interpretation of information in an age of quick access to information.
Opening with Music
If you would like to be a guest
Podcast Closing
Capítulos
1. Introduction and Background (00:00:00)
2. Training and Accountability in the Industry (00:03:27)
3. Changing Landscape of Financial Advising (00:04:31)
4. Building Client Relationships (00:06:57)
5. Industry Trends and the Impact of Information Access (00:13:02)
6. Navigating Political and Religious Biases (00:20:12)
7. Discussing Fees with Clients (00:25:35)
8. Advice for Young Advisors (00:30:20)
9. Fun Question: Witnessing Historical Events (00:33:05)
10 episódios
Compartilhar
