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11min chapter
Why You Need to Find an Accountability Partner; How to Find a Financial Planner in 2025
Brown Ambition
Navigating the Process of Finding a Financial Planner
This chapter offers guidance on selecting a financial planner offline, highlighting the importance of a good client-planner fit. It provides resources like the XY Planning Network and key questions to ask during consultations to ensure the planner prioritizes the client's best interests.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode