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Evolving Financial Advice: Specialization in Aged Care
This chapter explores the speaker's extensive journey in financial planning, particularly the shift towards specialized areas like aged care. It highlights the critical role of knowledgeable advisors in navigating the complexities families face when transitioning loved ones into care, as well as the importance of collaboration between generalists and specialists. The discussion underscores the need for ethical financial advice and operational efficiency in enhancing client experiences and driving business growth.