cover of episode Rethinking Fees and Challenging the Status Quo with Rick Ferri

Rethinking Fees and Challenging the Status Quo with Rick Ferri

2020/5/18
logo of podcast Framework with Ana Trujillo Limón

Framework with Ana Trujillo Limón

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Shownotes Transcript

This week, Jamie Hopkins talks with Rick Ferri, about advisors and fiduciaries, changing business models, and how to educate clients on fees and investing. Rick is a CFA rethinking the way we charge and service clients. You can find show notes and other information at CarsonGroup.com/Framework.