DoshGuide: Financial Advisory Services At Your Fingertips - podcast episode cover

DoshGuide: Financial Advisory Services At Your Fingertips

Jul 09, 202226 min
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Episode description

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

Have a question for Warren? Don’t forget to voice note your questions through our WhatsApp chat on (+27) 72 934 4218 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

Send us Fan Mail

Have a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

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