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6min chapter
Helpful Basics: The Financial Advice Process
The Meaningful Money Personal Finance Podcast
Personalized Financial Advisory: Beyond Recommendations
This chapter explores the intricacies of developing personalized financial advice, emphasizing client autonomy in decision-making and the regulatory responsibilities of advisors. It also details the implementation of financial recommendations, the impact of recent tax changes, and the importance of ongoing client relationships and reviews.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode