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20 Nov How can working with a financial planner add value? Getting Things Done

Posted at 11:11h in Behaviour, Clients, Engagement, Financial planning, Goals, Leadership
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Our value is not so much in what we tell our clients but in what we can motivate them to do. Having a strategy is not the end goal, it’s only the start. ...

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Mild mannered financial planner by day, crusading Financial Bodyguard by night.  Dispensing pearls of personal finance wisdom, one day at a time.

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