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October 28, 2020 By Van Richards, ChFC® Leave a Comment

Five Common Financial Planning Complaints

The doctor needed advice

The most common financial planning complaints are not about the financial planning process. The most common financial planning complaints are criticisms about the business and the advisors. When I interview a new client from another financial services company, I always ask, "what … [Read more...] about Five Common Financial Planning Complaints

Filed Under: Financial Planning, Investment Planning, Retirement Planning Tagged With: financial education, financial planning

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