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Financial Planning Revolution: Inside Domain Money with Joanne Bradford

Model FA Podcast

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Navigating Financial Advisory Transitions

This chapter chronicles a speaker's evolution in the tech and finance sectors, ultimately leading to a focus on personalized financial planning. It explores the importance of advisor-client relationships, inclusive communication, and the shift from traditional models to more holistic approaches. Additionally, the chapter highlights insights from Domain Money on creating effective, user-friendly financial plans tailored to diverse client needs.

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