For Advisors By Advisors
For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
For Advisors By Advisors
For Advisor By Advisors - Interview with Andy Panko, CFP®, RICP®, EA, Practitioner and Educator of Tax-Efficient Retirement Planning & Investment Management - Should Financial Advisors use the Flat Fee Approach? One Expert Weighs In!
•
Evan J Mayer
•
Season 2
•
Episode 27
In this episode, we speak with Andy Panko, CFP®, RICP®, EA, Practitioner and Educator of Tax-Efficient Retirement Planning & Investment Management. We talk with Andy about in just 3 years, he grew his practice extensively using the flat fee approach. We also discussed his views on how other advisors charge and what he feels is most appropriate. We went over his LinkedIn and how he uses it to “call out” the bad actors in the business. It was a fun conversation and one that I think the audience will enjoy!
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
Did this podcast get you to take action in some way? I’d love your thoughts and feedback on this podcast.
I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors