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Fees and Value – With Brian Yarch - Episode 10
Manage episode 448836434 series 3605064
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In this episode of the C4G podcast, John Kailunas interviews Brian Yarch, CLU, ChFC, LUTCF a lead financial advisor with Regal Financial Group. They discuss Brian's background in the industry, the changing landscape of financial advising, and how to navigate client relationships when it comes to politics and religion. They also touch on the importance of discussing fees with clients and the value that advisors provide. Brian shares his insights on the industry trends and the need for advisors to provide guidance and interpretation of information in an age of quick access to information.
Podcast Closing
Chapters
1. Introduction and Background (00:00:00)
2. Training and Accountability in the Industry (00:03:28)
3. Changing Landscape of Financial Advising (00:04:32)
4. Building Client Relationships (00:06:58)
5. Industry Trends and the Impact of Information Access (00:12:48)
6. Navigating Political and Religious Biases (00:19:58)
7. Discussing Fees with Clients (00:25:21)
8. Advice for Young Advisors (00:30:06)
9. Fun Question: Witnessing Historical Events (00:32:51)
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