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:
- What is DoshGuide?
- How does financial planning work in terms of fees?
- Upfront commission advisors vs flat fee advisory services
- How do subscription models work?
- How does DoshGuide work with having various financial planners on the platform?
- Taking action on the implementation of the financial plan put in place for users
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