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Financial Planning Revolution: Inside Domain Money with Joanne Bradford

Model FA Podcast

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Innovative Financial Planning and Technology

This chapter explores a personalized financial planning process that emphasizes client engagement over AI solutions and outlines plans for scaling through partnerships. It contrasts traditional financial advisory services with a user-friendly flat fee model, aimed at addressing the needs of underserved clients. Additionally, the chapter underscores the importance of adapting financial strategies to changing life circumstances and the potential for technology to enhance the user experience in wealth management.

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