Matricardi Minute
- Video Collection
- Matricardi Minute
Process for Creating Financial Plans
Matricardi Minute March 21, 2023
Matricardi Minute features a series of video briefs in which, Rob Matricardi, CFP®, ChFC®, Head of Financial Planning, shares educational tips around financial planning and answers common questions about our firm's paraplanning services. In this video, Rob discusses the process for creating financial plans.
Getting Started
Matricardi Minute March 7, 2023
Matricardi Minute features a series of video briefs in which, Rob Matricardi, CFP®, ChFC®, Head of Financial Planning, shares educational tips around financial planning and answers common questions about our firm's paraplanning services. In this video, learn about how financial advisors can bring value to their clients, practice, and program.
4 Ways People Look at Money
Matricardi Minute February 21, 2023
Matricardi Minute features a series of video briefs in which, Rob Matricardi, CFP®, ChFC®, Head of Financial Planning, shares educational tips around financial planning and answers common questions about our firm's paraplanning services. In this video, Rob unpacks the 4 different ways people view money.
What is Your Fee Structure?
Matricardi Minute February 7, 2023
Matricardi Minute features a series of video briefs in which, Rob Matricardi, CFP®, ChFC®, Head of Financial Planning, shares educational tips around financial planning and answers common questions about our firm's paraplanning services. In this video, Rob discusses advisor fee structures.
How Do You Work with Financial Advisors?
Matricardi Minute January 24, 2023
Matricardi Minute features a series of video briefs in which, Rob Matricardi, CFP®, ChFC®, Head of Financial Planning, shares educational tips around financial planning and answers common questions about our firm's paraplanning services. In this video, Rob dives into how he works with financial advisors.
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