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One Day Advice Podcast

Jan 20, 2021

Just as you wouldn't want a doctor to prescribe you a drug without truly knowing your situation and/or cause of illness, "true" financial planners shouldn't be prescribing/selling financial products without knowing the deeper needs and desires of their clients.
In short, your advisor should be selling their knowledge and advice instead of financial products.
Learn more about what it means to be a "true" financial planner in this episode.

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