Sue Whitbread: The difference between financial advice and financial planning

Whitbread, Sue
May 2013
Money Marketing (Online Edition);5/24/2013, p16
The article presents the author's opinion on the difference between financial advice and financial planning. According to the author, both involve a process to become aware of the client's situation, resources and goals and have a responsibility to put the client first. The author explains that financial planning is a six step process, which leads to client relationships based on trust.


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