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41 - SJP et al: Big Brands, Big Challenges

TRAP: The Real Adviser Podcast

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Evolution of Financial Planning in a Prominent Company

This chapter explores the transformative changes within a leading financial planning firm, marking the largest in its history. It emphasizes the shift towards goal-based financial planning, global equities investment, and grooming future advisors through an Academy program. The discussion contrasts firms focusing solely on investment management with those offering comprehensive financial planning services, addressing challenges in client interaction, fee structures, and industry criticisms.

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