42 - Clients or Customers?
TRAP: The Real Adviser Podcast
00:00
Client-Centered Financial Planning Practices
The chapter explores the importance of client-centered financial planning practices, emphasizing the need for continuous improvement and ethical considerations. It touches on the challenges of maintaining ongoing relationships versus transactional models in the financial planning industry. The speakers advocate for aligning philosophies between clients and advisors and offer insights into showcasing the value of financial planning through personalized speculative work.
Transcript
Play full episode
