What A Financial Planner Does Financial Matters With Richard Oring podcast

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Conteúdo fornecido por Richard Oring. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Richard Oring 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.

Financial Matters with Richard Oring « »
What a Financial Planner Does

3y ago 36:35

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Conteúdo fornecido por Richard Oring. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Richard Oring 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.

Today, Richard Oring of New Century Financial Group and co-host Jon "JAG" Gay cover the field of financial planning - what financial planners do and who needs one.
We all have coaches for different aspects of our lives and financial planning is no different. That's where a planner comes in, and with increased advertising in the field, baby boomers retiring, and the impact of COVID-19, demand for financial planning has never been higher.
There are different pricing models that financial planners use, including traditional, AUM (assets under management), or a combination of the two. A newer model that Rich prefers is a subscription model, with an upfront fee then monthly, quarterly, or semi-annual fees.
Comprehensive planning (or holistic planning) is much different than simple or goal-based planning, which can be much narrower in scope. Comprehensive planning can include insurance planning, retirement planning, investment, tax, education, and so much more.
To contact Richard Oring, call him at 609-924-2049 or email him at roring@ncfg.com.
You can also schedule an appointment directly from our website: https://www.ncfg.com/schedule/

… continue reading

29 episódios

Artwork

What a Financial Planner Does

Financial Matters with Richard Oring

published 3y ago

Compartilhar

MP3•Home de episódios

Conteúdo fornecido por Richard Oring. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Richard Oring 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.

Today, Richard Oring of New Century Financial Group and co-host Jon "JAG" Gay cover the field of financial planning - what financial planners do and who needs one.
We all have coaches for different aspects of our lives and financial planning is no different. That's where a planner comes in, and with increased advertising in the field, baby boomers retiring, and the impact of COVID-19, demand for financial planning has never been higher.
There are different pricing models that financial planners use, including traditional, AUM (assets under management), or a combination of the two. A newer model that Rich prefers is a subscription model, with an upfront fee then monthly, quarterly, or semi-annual fees.
Comprehensive planning (or holistic planning) is much different than simple or goal-based planning, which can be much narrower in scope. Comprehensive planning can include insurance planning, retirement planning, investment, tax, education, and so much more.
To contact Richard Oring, call him at 609-924-2049 or email him at roring@ncfg.com.
You can also schedule an appointment directly from our website: https://www.ncfg.com/schedule/

… continue reading

29 episódios

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