“We bring those all under one roof… friction costs… you're missing the closest thing the free money the markets will give you”
CP
Creative Planning
Masters of Scale ·
“Bring those all under one roof with the dedicated subject matter experts within each space”
Jamie Batmer · Rapid Response · Masters of Scale: Don't be boring - KCRW's Jennifer Ferro on building a brand people love
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1:50
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What was described
bring advisors, tax specialists, and estate planners under one roof with dedicated subject matter experts
Said nearby on the same subject
“You just bring all these silly tools under one roof and you get the whole picture… should that just be a machine”
♫
Said on Joe Lonsdale: American Optimist
“The threshold is £325,000… if your estate is worth above that, you pay inheritance tax on the portion above that threshold.”
♫
Said on Which?
“We were a fee-based financial planning firm… a comprehensive insurance planning firm… we decided to merge because we wanted to create a more comprehensive holistic solution under one roof”
CS
Chris Smith’s firm
Financial Advisor Success ·
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