Dave Chilton

speaker

6,089 appearances 19 recordings 2 series first heard Apr 2026 last heard 22 Sep

Dave Chilton’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 19 in all, peaking in Jul 2026 with 5.

Appearances

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The Wealthy Barber Podcast · #73 — Jason Heath (Returns): The Future of Financial Planning · 29 Sep 2026 podcast

No, it it's true. voice-verified

Now the AUM model, there are a lot of very competent, honest, conscientious people in that model. voice-verified

They're not uh you know, they get the one percent or seventy basis points, whatever it is, they charge regardless of where they place the money. voice-verified

They provide the comprehensive financial plan in some, but not all cases, of course. voice-verified

But you still think there are some biases seeping in there at all because of that model relative to advice only? voice-verified

as it should. voice-verified

Yeah, in the US, that is the model now is kind of the independent wealth management at a hundred basis points or less with the comprehensive financial plan using some of the advanced software. voice-verified

We'll talk more about that in a few moments. voice-verified

And I think you'll see more and more of that in Canada. voice-verified

But it's interesting to me, I am seeing some young people, twenty five to thirty five. voice-verified

Pull to the advice only. voice-verified

They like the fact that you're not selling, that they feel that they're adding a lot of value, doing that, there's less pressure maybe to go out and find it all. voice-verified

And as you point out, there's excess demand. voice-verified

So if they can come in and they can somehow get the word out there, maybe through social media that they're doing this, they can grow a very nice business. voice-verified

I voice-verified

You said all that very well. voice-verified

What do I need to know that I don't know? voice-verified

That's a question that gets asked a lot as people get older, especially and am I missing something? voice-verified

And I think voice-verified

A lot of people in the back of their mind recognize they're probably not handling their assets in a tax optimally way in terms of the decumulation and everything else. voice-verified

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