Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
In this episode, you'll discover:
🎙️Martin's story and origin in financial planning
🎙️How understanding a client's money story contributes to the financial planning relationship
🎙️Why planners do well to understand their own money stories
🎙️The 3 "must haves" in the client-planner relationship to illicit behavioral change
🎙️How financial planning might look 20 years from now and the skills aspiring financial professionals need to develop
🎙️In your own words, what does the phrase "personal financial planning" mean to you?
Community Question
🎙️When asked where are you on the journey, Admir from YT says he still unsure on his direction although he’s passed L&H and SIE. What advice would you give?
Resources:
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