Pioneering Client-Centric Financial Planning

Pioneering Client-Centric Financial Planning | EP57

10M ago 53:15

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In this enlightening episode of Centsability with Amie, our host sits down with Ryan, a seasoned financial expert, to discuss the pivotal shift from business-centric to client-centric financial advising. The pair delve deep into the intricacies of the heavily regulated financial industry and underscore the profound ripple effect that true value can create.

Ryan passionately speaks about his approach, one that isn't just about ticking boxes but is rooted in seeing people thrive. He touches on the significant impact this has on clients, potentially affecting every aspect of their lives and how this organic growth often results in referrals.

As Amie and Ryan converse, they both emphasize the importance of these value-driven conversations and their potential to reshape the industry. The episode is packed with insights, making it a must-listen for financial professionals and clients alike.

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Please note that any information shared in this podcast is general in nature and not to be perceived as financial advice. Please seek advice from a licensed financial advisor.

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58 episodes