What Is Financial Coaching, And Best Practices For Becoming One

From Kitces.com
March 20, 2017 - 7:01am
While the number of business models for financial advisors continues to grow, from its commission-based roots, to the AUM model, and more recently to hourly and retainer models, the fundamental challenge is that virtually all of those models are still focused on the “traditional” domains of financial planning, including retirement, insurance, estate, taxes, and investments.Read More...

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