ON THIS EPISODE WE COVER:

- Vikram laying out the process he follows
- Understanding the Cash Flow of each client
- Prioritising when there are too many goals
- The Tools that Vikram uses to present and structure a plan
- Does this process change for Freelancers?
- Vikram tells us what he thinks the real value that a RIA brings to the table is
- Pattu tells us what he feels the true value is
- How many of Vikram's clients are returning customers? (And is that bad for business?)
- How does a client trust enough to share all their financial information?
- After a decade of Financial Planning, what advice does Vikram have for YOU?
- How Vikram reacts to clients who want F.I.R.E.
- Vikram's thoughts on ReBalancing and DeRisking
- What is the pressure that an RIA goes through?
- After 10 years, what does success look like for an RIA like Vikram
- Advice and inspiration for aspiring FEE ONLY RIAs
- How can we take financial advice to the masses?

ON THIS EPISODE WE COVER: - Vikram laying out the process he follows - Understanding the Cash Flow of each client - Prioritising when there are too many goals - The Tools that Vikram uses to present and structure a plan - Does this process change for Freelancers? - Vikram tells us what he thinks the real value that a RIA brings to the table is - Pattu tells us what he feels the true value is - How many of Vikram's clients are returning customers? (And is that bad for business?) - How does a client trust enough to share all their financial information? - After a decade of Financial Planning, what advice does Vikram have for YOU? - How Vikram reacts to clients who want F.I.R.E. - Vikram's thoughts on ReBalancing and DeRisking - What is the pressure that an RIA goes through? - After 10 years, what does success look like for an RIA like Vikram - Advice and inspiration for aspiring FEE ONLY RIAs - How can we take financial advice to the masses?

You CAN grow your wealth!

Undoing years of neglect on money and wealth in the Indian education system, Pattu helps you think about money whether you're in your teens, in your twenties, or even planning for retirement. 

Pattu wants you to enjoy most of your money today, and then shows you ways to ensure that the party never stops! 

Pattu is fun, approachable, and wears thick gold chains and bling sunglasses as he goes through his day teaching physics and also improving lives through https://freefincal.com/

You can be part of this show too! Follow https://www.instagram.com/ofspin_mediafriends and send in your questions! Let us know if you'd like to be on the show and get your money matters improved by Pattu. 

You CAN grow your wealth!
Undoing years of neglect on money and wealth in the Indian education system, Pattu helps you think about money whether you're in your teens, in your twenties, or even planning for retirement. 
Pattu wants you to enjoy most of your money today, and then shows you ways to ensure that the party never stops! 
Pattu is fun, approachable, and wears thick gold chains and bling sunglasses as he goes through his day teaching physics and also improving lives through <a href="https://freefincal.com/">https://freefincal.com/</a>
You can be part of this show too! Follow <a href="https://www.instagram.com/ofspin_mediafriends/?hl=en">https://www.instagram.com/ofspin_mediafriends</a> and send in your questions! Let us know if you'd like to be on the show and get your money matters improved by Pattu.

Let's Get RICH With PATTU!

Everyone CAN grow their wealth!

Undoing years of neglect on money and wealth in the Indian education system, Pattu helps you think about money whether you're in your teens, in your twenties, or even planning for retirement. 

Pattu wants you to enjoy most of your money today, and then shows you ways to ensure that the party never stops! 

Pattu is fun, approachable, and wears thick gold chains and bling sunglasses as he goes through his day teaching physics and also improving lives through https://freefincal.com/

You can be part of this show too! Follow https://www.instagram.com/ofspin_mediafriends and send in your questions! Let us know if you'd like to be on the show and get your money matters improved by Pattu. 

Everyone CAN grow their wealth!
Undoing years of neglect on money and wealth in the Indian education system, Pattu helps you think about money whether you're in your teens, in your twenties, or even planning for retirement. 
Pattu wants you to enjoy most of your money today, and then shows you ways to ensure that the party never stops! 
Pattu is fun, approachable, and wears thick gold chains and bling sunglasses as he goes through his day teaching physics and also improving lives through <a href="https://freefincal.com/">https://freefincal.com/</a>
You can be part of this show too! Follow <a href="https://www.instagram.com/ofspin_mediafriends/?hl=en">https://www.instagram.com/ofspin_mediafriends</a> and send in your questions! Let us know if you'd like to be on the show and get your money matters improved by Pattu.

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