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What does comprehensive, holistic financial planning look like?
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True financial planning goes beyond any one topic and holistic advice encompasses all aspects of financial health and wealth. In this episode, we talk about what that kind of planning looks like and how you can work to integrate all aspects in your work. Understand your competency and licenses so you don’t go beyond them. Ultimately, you must also remember that you can’t want your client to do something more than they do.
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