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Unique Ways to Make Planning a Core Offering
Gaining Perspective
English - November 02, 2021 11:00 - 26 minutes - 47.7 MB - ★★★★ - 18 ratingsInvesting Business News Business News bonds financialadvisor investing practicemanagement retirement stocks Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Advanced Tax Planning Under the Biden Proposals
Next Episode: Democratizing Alternatives for the Advisory Channel
Advisors must embrace financial planning as a core service. It gives them an edge against competition, provides a diversified revenue source and deepens their relationships with clients. But there is no universal process for planning, and my guest today, Justin Duft, will discuss how advisors need to customize their approach to fit their client base. He will also highlight how his firm, Commonwealth Financial, has embraced planning and how it supports its advisors.