Beyond the BS: What Actually Works in Financial Planning [Episode 295 ]
The Perfect RIA
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Reflections on Financial Planning Evolution
This chapter explores the journey of financial advisors as they reflect on the importance of effective business planning in an ever-changing industry. The speakers discuss the contrast between traditional practices and modern insights, emphasizing the value of genuine client interactions and the pitfalls of relying solely on performance metrics. Through personal anecdotes, they highlight the need for collaboration and the significance of adapting strategies to foster meaningful relationships and navigate market challenges.
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