In this episode of the Modern Cents podcast, Andrea and Shay Steacy, a seasoned financial planner, discuss Shay's journey into the world of advice-only financial planning. They discuss the evolution of financial planning, the importance of values in the profession, and the significance of cash flow management. Shay shares her insights on the behavioral aspects of financial planning, emphasizing the need for emotional intelligence and understanding client relationships. The conversation highlights the importance of community and collaboration in the financial planning industry, as well as the personal values that drive Shay's approach to helping clients achieve their financial goals.

#adviceonlyplanning #values #financialplanning

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