Is your financial planner truly providing value by focusing solely on investments?  This week, Paul & William discuss the misconception that the most important job of a financial planner is to pick investments.  While investment management is undoubtedly important, various aspects of financial planning often get overlooked. From comprehensive retirement planning to tax optimization strategies, estate planning, risk management, and even personal finance education, there's a myriad of areas where a skilled financial planner can substantially impact their clients' financial well-being. They discuss the common pitfalls of fixating solely on investment discussions, such as neglecting crucial aspects of financial planning that could greatly benefit clients in the long run.  Listeners will gain a deeper understanding of the diverse roles financial planners can play in their lives beyond simply picking stocks or mutual funds. Connect With Paul & William:Click here to book a call with PaulClick here to book a call with WilliamConnect with Paul on LinkedinConnect with William on LinkedinFollow William on TwitterThe views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Hosted on Acast. See acast.com/privacy for more information.

Ver todos los episodios