My Daily Business Podcast cover image

How Financial Advisors can help you and your business achieve your goals with Amanda Thompson of Endurance Financial

My Daily Business Podcast

CHAPTER

Is the Difference Between an Accountant and a Financial Planner?

90% of purchase decisions are in motion basin o. We're totally buying with emotions, hundred %. Not just houses or cars, but even things like superannuation. A financial planner and an accountant should be on the same page. Many accountants are not qualified to give advice on product or self-fund investments. So i often will stay my clients, can you please go back into your account nor copy me in on the mal because this is teis how that work works.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner