“‘If you're able to invest on your own, it's going to cost you 1.5% per year. Invest with a financial advisor, it's going to save you 1.5% per year.’”
♫
Said on Retire With Purpose - The Retirement Podcast
“The three Cs… custody, conflict, competence… you’re in much better shape.”
Tony Robbins Podcast Daily · Do You Trust Your Financial Advisor? | Tony Robbins Podcast
Play from 27:10
27:10
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What was described
Promote a three-C framework (custody, conflict, competence) for selecting a financial advisor
Said nearby on the same subject
“We literally spend hundreds of millions of dollars ... competing against the other people. ... competing in the markets is more difficult than competing in the Olympics.”
♫
Said on Tony Robbins Podcast Daily
“If you do not select a primary care physician, the health care company will auto select a primary care physician for you. But it is my job to make sure that you select a primary care physician.”
CN
Clarence Napier
Insurance Broker and Consultant Supporting Business Owners ·
“I created a framework called AI Tips… eight pillars… 80 controls in the framework”
♫
Said on Innovation in Compliance with Tom Fox
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