Archive - Financial Planning Unfiltered

Am I a Financial Advisor or a Life Coach?

Being an advisor isn't just about crunching the numbers...but danger lurks when the advice becomes less data-driven and more touchy-feely

May 1, 2024 • Lindsey Young

March 2024

Behind the Financial Planning Curtain

Analytical wizardry hides the deep challenges that financial planners face

Mar 25, 2024 • Lindsey Young

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