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Chris Ball: Hoxton Wealth’s Big Plans for 2025

Financial Planner Life Podcast

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Empowering Stories in Financial Planning

This chapter explores the significant impact of storytelling and client engagement in financial planning, emphasizing the importance of sharing clients' journeys to inspire others. It discusses the use of technology and AI to enhance efficiency and service delivery in the financial sector, while also detailing ambitious growth strategies for a financial planning business. The chapter highlights the development of a supportive community focused on training and creating opportunities for future financial planners.

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