Why financial questions deserve holistic answers
When advisors ask me whether they should move into holistic financial planning, I often use a medical analogy. Imagine going to the doctor because your foot hurts. One of the first...
Tag Archives: holistic planning
Are you failing clients with investment-only advice?
When clients come to me, they are often focused on one thing: building wealth. While investments are an important part of the conversation, they are only one piece of a...
