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5min chapter
Stacking Benjamins Part Two
Jill on Money with Jill Schlesinger
Navigating Financial Goals and Planning Fees
This chapter delves into the intricacies of aligning financial goals with life milestones through a coaching method that uses visual timelines. It also addresses the challenges of financial planning fees, the importance of communicating value to clients, and the evolving role of technology in the advisory profession.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode