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14min chapter
Helpful Basics: The Financial Advice Process
The Meaningful Money Personal Finance Podcast
Holistic Financial Planning: Beyond Advice
This chapter explores the critical differences between financial advice and comprehensive financial planning, emphasizing the importance of understanding a client's overall situation and desired outcomes. It discusses the lack of regulation in the financial planning field and the triggers that prompt individuals to seek help, alongside a structured six-step process for effective planning. The conversation highlights the necessity of transparent communication between clients and advisors to ensure a holistic approach that considers all aspects of a client’s financial well-being.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode