Advizr Blog

Vibin Joseph Chowallur, CFP®, CRPC®, CRPS®

Recent Posts

Debunking the Three Most Common Myths of Financial Planning

Financial advisors today do more work than ever for their clients, leaving little appetite for time-intensive services that clients may not want and provide limited value to the advisor’s practice. Unfortunately, holistic financial planning often falls victim to these three well-traveled myths.  

In today’s article, we’ll refute each of these and demonstrate how financial planning adds value to both advisors and their clients.

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Tags: Industry Notes, Financial Planning, Client Engagement, Practice Management

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