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WCI #380: Michael Kitces on the State of Financial Planning

White Coat Investor Podcast

CHAPTER

Navigating Financial Advisory Dynamics

This chapter examines the varying consumer segments seeking financial advice, focusing on the distinct challenges faced by the validator group. It highlights the shift towards fiduciary practices in the financial advisory industry and offers guidance for identifying qualified, client-focused advisors. The discussion also touches on the increasing overlap between financial advising and relationship counseling, emphasizing the importance of understanding personal dynamics in financial decision-making.

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