Feraud Calixte: ‘Your Self-Worth Is Not Your Net Worth’

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 15 November 2022

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

A financial planner discusses how the hourly model for financial advice serves clients who are shut out of traditional advice models.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York.
0:23.3	Purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.4	Hi, and welcome to the Longview.
0:34.2	I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
0:38.6	And I'm Jeff Patak, Chief Ratings Officer for Morning Star Research Services.
0:43.1	Our guest on the podcast today is Farrow Kellix. Fero is the founder and lead financial planner
0:48.2	of Vantage Point Planning, which is a fee-only financial planning firm based in Burlington, North
0:53.2	Carolina. He started
0:55.0	Vantage Point in order to serve clients who weren't being served by the traditional models for
0:59.4	financial advice, especially those who don't meet an asset minimum and business owners with a lot
1:05.0	of their net worths tied up in their firms. Before starting Vantage Point, Furo worked as an
1:10.4	advisor for several large wealth management firms. He currently vantage point, Faroe worked as an advisor for several large wealth management
1:12.5	firms. He currently serves as a national board member for the National Association of Personal
1:17.5	Financial Advisors, and he also frequently teaches financial literacy courses. Investment news
1:23.7	named Faroe to its 40 under 40 list of financial advisors under the age of 40.
1:29.1	He earned his undergraduate degree from New York University and his law degree from Southern
1:33.7	University Law Center. He's also a CFP certificate.
	...

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