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AdvisorTechBook LIVE ποΈ
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JoeΒ Moss
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π§ Podcasts
Ep 45. AUM vs. Flat Fee pricing models with Sam Flaten of LEVR Planning
with @Sam Flaten of Levr Planning Post 1: The LinkedIn post that sparked it all. Post 2: Follow-up
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New comment 28d ago
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SamΒ Flaten
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@Steve Abbett HML!
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SamΒ Flaten
@sam-flaten-7814
I'm a Certified Financial Planner and founder of an outsourced paraplanning firm built specifically for independent RIAs.
Active 9d ago
Joined Mar 5, 2026
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