As the financial services industry moved to a fee-based model, many firms started to ‘bundle’ their services. For example, investment management may be bundled with financial planning.
But are clients really getting maximum value from bundled services?
In this episode, Derek Myron, CFP®, Managing Director, and Sean Clark, Director of Financial Planning, explore the benefits of unbundling financial services, especially for high-net-worth individuals and founder-led business owners.
Derek and Sean discuss:
Resources:
Connect with Derek Myron:
Connect with Sean Clark:
Connect with Centura Wealth Advisory:
Understanding Alternative Investments: Why You Should Look Beyond Stocks and Bonds (Ep. 95)
How to Lower Your Capital Gains Taxes with Adam Buchwalter (Ep. 94)
Our Proprietary Liberated Wealth® Process for Ultra-High-Net-Worth Clients (Ep. 93)
How Can High-Income Business Owners Supercharge Their Retirement Savings? (Ep. 92)
Effective Use Cases of Life Insurance for Wealth Transfer, Tax Planning, and More (Ep. 91)
Tax Countdown: Planning for the Expiration of the TCJA (Ep. 90)
How to Plan for the Looming Estate Tax Issue (Ep. 89)
Investing Amidst Uncertainty: A 2024 Election Discussion with Michael Townsend (Ep. 87)
Keys to Building an Amazing Corporate Culture and a Rockstar Team (Ep. 86)
How Centura Creates Value for High-Net-Worth Individuals (Ep. 85)
Delivering Exponential Client Value via Joint Casework with Gregg Gottlieb (Ep. 84)
ING Trusts: How to Minimize State Income Taxes (Ep. 83)
The QPRT Strategy: How to Reduce Estate and Gift Taxes (Ep. 82)
How to Achieve Tax Efficiency With Private Placement Life Insurance With Christopher Hyman (Ep. 81)
Centura Client Experience from the View of a Retired Business Owner (Ep. 80)
Private Equity Investment Opportunities in India (2023 Edition) With Manu Rikhye (Ep. 79)
Centura Client Experience: Exiting a Business (Ep. 78)
Preparing for Change: How to Adapt to Economic and Tax Legislation Shifts (Ep. 77)
Centura Client Experience from the View of a Retired Certified Public Accountant (Ep. 76)
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