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Planning has evolved beyond transactional financial advice

clock • 4 min read

With the increased attention being placed on the emotional side of money, financial planners are finding that their roles are changing substantially, writes Amanda Falkson

Financial planners have always been intricately involved in their clients' lives. Advising individuals accurately on where and how to invest their money to achieve their goals (e.g. early retirement, educating their children) can only take place if a trusting relationship has been established. And, just like any other relationship, the one between financial planner and client will only grow with careful and consistent tending to it. That said, the role financial planners have played in their clients' lives until recently has been around advising clients on all matters money. But incre...

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