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#58 The Three C’s of Finance

Jamie Menges (⁠@JamieMenges⁠) is a shareholder and the Vice President of PDS Planning and he’s here to share PDS’ unique approach to finance. Learn about their shift from the AUM model, the benefits of transparent fee structures, and their strategies to ensure employee growth. Explore how PDS stands out in the ever-evolving financial industry.

In this episode Brian and Jamie discuss:

  1. The New Financial Models
  2. The Three C’s of Finance
  3. Alternative Investment Sourcing
  4. Future of Investment


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