DoshGuide: Financial Advisory Services At Your Fingertips

Today Warren Ingram speaks to Rory Brachner, owner and founder of DoshGuide. Warren and Rory speak about how DoshGuide is changing the financial advisory space through a flat fee app allowing users to explore various financial advisory portfolios that link with their needs.

Questions/ Topics: 

  1. What is Dosh Guide? 
  2. How does financial planning work in terms of fees? 
  3. Upfront commission advisors vs flat fee advisory services 
  4. How do subscription models work? 
  5. How does Dosh Guide work with having various financial planners on the platform?
  6. Taking action on implementation of the financial plan put in place for users

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