“Our business, Pro Solution, we would recommend less insurance than most other financial advice firms”
SW
Stuart Weems
Investopoly ·
“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”
Chris Smith’s firm · Financial Advisor Success · Winning Clients And Moving 'Upmarket' By Being Confident In Telling Your Value Story with Chris Smith
Play from 17:54
17:54
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What was described
Merged a fee-based financial planning firm with a comprehensive insurance planning firm to create a holistic, one-roof solution
Said nearby on the same subject
“Planning creates possibility. Whereas a feasibility determines what becomes reality… financial constraints… overwhelming to a developer”
♫
Said on Property Investment & Wealth Creation Australia | The Michael Yardney Podcast
“Plan sponsor is now the insurance company… make sure everyone on the plan sponsor side truly gets that this is what's happening.”
FP
Frank Panaccio
Relentless Health Value ·
“When you start this firm, you would be applying for financing from a public bank the same way you would apply for financing today. You would have to have a business plan. You would have to receive a loan that would be at a interest rate that the bank feels comfortable with.”
BS
Bhaskar Sankara
Odd Lots ·
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