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Interview January 20, 2020 · 52:06 · 8 min

How the advisor gets paid, and wild dreams

  • How does Uncommon Wealth Partners get paid?

Asked how he gets paid, Philip says it is really accountability, more like a life coach, with tiered meeting fees up to $2,500 for all-hands-on-deck planning. The hosts riff on terrible client ideas, a host's wife who will not pick up a hobby, a joke about calming Dan down, and the claim that the philosophy fits co-host Ben's life motto of doing a thing better than the worst person getting paid for it. The segment closes with a plug for Derek Lewis and Thelma's ice cream sandwiches and Philip's podcast.

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