“I offer like free quick calls, intro calls. But then I offer like a monthly advisory plan with these weekly sessions.”
RP
Riccardo Pisano
Practical Founders Podcast ·
“We charge nothing for it. There's zero commitment. Anyone can do it. They call the firm... getsecondopinion.com.”
Tony Robbins Podcast Daily · What is Your Financial Advisor Not Telling You? | Tony Robbins Podcast
Play from 22:55
22:55
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What was described
Offer a free, no-commitment second-opinion financial plan via getasecondopinion.com
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♫
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DI
Deloitte Indonesia
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“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
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