The Financial Planning Process - E25

ON THIS EPISODE WE COVER:
Vikram laying out the process he follows
Understanding the Cash Flow of each client
Prioritising when there are too many goals
The Tools that Vikram uses to present and structure a plan
Does this process change for Freelancers?
Vikram tells us what he thinks the real value that a RIA brings to the table is
Pattu tells us what he feels the true value is
How many of Vikram's clients are returning customers? (And is that bad for business?)
How does a client trust enough to share all their financial information?
After a decade of Financial Planning, what advice does Vikram have for YOU?
How Vikram reacts to clients who want F.I.R.E.
Vikram's thoughts on ReBalancing and DeRisking
What is the pressure that an RIA goes through?
After 10 years, what does success look like for an RIA like Vikram
Advice and inspiration for aspiring FEE ONLY RIAs
How can we take financial advice to the masses?
GListen to the previous episode here-
• Fee only RIA - Talking... - E24
GListen to the next episode here-
• Mutual Fund Masterclas... - E26
In association with ‪@pattufreefincal‬
A link to our audio shows:
linktr.ee/ofsp...

[@dheerajsharma1036]

Thank you Team for this episode

[@shankardebbarma3215]

Hi, I had got in touch with Sh. Vikram Krishnamoorthy jee over email; and i had expected an email reply in return... at least for the initial interaction, instead of calls...!!

[@tusharchandra030389]

`Charlie Cox` resemblance.

[@vinaykumarbaliyan32]

❤ good

[@vinaykumarbaliyan32]

How to connect with Vikram?