Most people think that financial advisors simply help their clients to invest money. While that is a big part of the financial planning process, good financial advisors do much more.

Some of the secret roles of your financial advisors are:

  1. Asking the right questions.
  2. Helping YOU to achieve your goals.
  3. Nudging your behaviors, if they are not aligning with your goals.

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Ep 167: Financial Check-Up: Planning Tips for Medical Practitioners
Ep 169: Money CAN buy happiness ?

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