“…hourly model for financial advice…we need some sort of engagement where there’s ongoing interaction and that’s planned in, that’s budgeted in, that’s built into it…”

Mike Piper, referring to Bogleheads community · The Long View · Mike Piper: Scammers Are Getting Smarter. Is Your Financial Security Keeping Up?

Play from 49:07
49:07

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What was described

Use an hourly (or flat-fee short-term) financial-advice model that includes ongoing, budgeted interaction with the client

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Contrarian take Share this moment
“…if that wasn't enough we actually have extra spreadsheets for anyone who pre-orders the book… three case studies… each includes a detailed cost of production budget…”
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