Unbundling Financial Services and Maximizing Value for High-Net-Worth Individuals (Ep. 88)
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:
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