Why I Believe Financial Planners Are “Getting It Wrong”
Speaking at the Personal Finance Society Financial Planning Festival 2022the founder of the Institute for Financial Wellbeing (IFW) said: “I think we are wrong.” Budd, who announced his departure as IFW president last month, said financial well-being should be advisers’ top priority when dealing with clients. He explained that “active listening” was a skill all …
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