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12min chapter
013 Pete Mattew interviews The Maven Adviser
Maven Money Personal Finance Podcast
Launching a New Financial Planning Firm
The chapter explores the journey of starting a new financial planning practice, discussing challenges, decision-making processes, and client interactions. It highlights the importance of striving for excellence, building trust, and offering ongoing coaching for long-term financial success. The discussion distinguishes between financial advice and financial planning, underscoring the significance of maintaining continuous relationships with clients.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode