Plan Better and Achieve More: Two Case Studies of Financial Planning Success (with Taylor Schulte)
The Stacking Benjamins Show
00:00
Is There a Difference Between Wealth Management and Financial Planning?
If the first conversation is about products or prescriptions, you're probably not in the right place. The fact that advisors like Stephanie are getting more and more specialized is just making a huge impact on people. I feel like this financial plan she has now is truly much more of a partnership than what she got from these first three people.
Play episode from 49:35
Transcript
