Licensed Financial Planners: What Do They Do, Really?
About this episode
The episode discusses the role and differences of licensed financial planners compared to other financial advisors.
This week on Ringgit & Sense, producer Jake Lim speaks to Yap Ming Hui, founder of Whitman Holdings - he’s also a licensed financial planner - about the profession. What makes a licensed financial planner different from the ‘wealth coaches’ and ‘investment consultants’ out there, how to tell whether they’re a good job, how much you can expect to pay, and more. Whitman was also recently listed on the LEAP Market Image Credit: Shutterstock See omnystudio.com/listener for privacy information.
People in this episode
Host: Jake Lim
Guest: Yap Ming Hui
Topics covered
- financial planning
- licensed financial planners
- wealth management
- investment consulting
- financial advice
Keywords
- financial planner
- wealth coach
- investment consultant
- financial advice
- Whitman Holdings
Mentioned in this episode
Organizations: Whitman Holdings, BFM Media
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