Advice-Only Planning - podcast episode cover

Advice-Only Planning

Jun 20, 20211 hr 3 minSeason 3Ep. 21
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Episode description

Financial planner Julia Chung joins Jason to discuss operating an advice-only financial planning practice.

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Supplementary Materials:

Spring Plans

Financial Planning Association of Canada

Advice-Only Planners

Neuroscience, Leadership and David Rock's SCARF Model

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