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Smart Clients Choose Holistic Advice

By Jaeki Jung, CFP

“Which is more appropriate, scaled or holistic advice?” This question cannot be answered without knowing ‘the object’ and ‘the situation’ first. This is because sometimes scaled advice can be enough and sometimes holistic advice can provide the client more desirable recommendations. In the end, a question of choice between scaled and holistic advice will be left.

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Comprehensive Advice is the Foundation for Scaled Advice

Jae young Yang - CFP Koreaby Jaeyoung Yang, CFP

Financial planning is a process that establishes a necessary financial goal for each stage of life and implements successive actions to achieve it, so that one can live a fulfilling life without financial difficulties. Most people want scaled financial planning in a particular scope such as investment planning, retirement planning, estate planning, etc.

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Comprehensive Advice Wins

Suresh Sadagopan CFP IndiaBy Suresh Sadagopan, CFP

The toss-up between comprehensive advice and focused advice is more of a business model debate. Purely from the financial planner’s perspective, they need to be clear on what they want to deal with. The bits-and-pieces advice approach, in a way, is what many investment advisors are doing, and they mostly don’t get to know the full picture about client’s finances. Therefore, the advice they are offering, might be limited in scope and could even be off-track.

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Focused Advice vs. Comprehensive Advice: What is the Financial Planner’s Job?

By Martin Casals Iglesias, CFP

As I have mentioned in some of my previous blogs, I live in Sao Paulo.

Sao Paulo is one of the largest cities in the world. Its metropolitan area comprises nearly twenty million inhabitants, including cities that, over time, have been appended to the urban sprawl, by their own growth. The city is very cosmopolitan, with people from diverse backgrounds.

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Faith and Finance: Anticipating Growth in Korea’s Financial Profession

By Daehong Kwon, CFP

Nearly a decade has passed since Korea saw its first CFP professional; it was 2002, the same year the FIFA World Cup took place, with Korea playing Japan. Currently, CFP professionals are playing a key part in the operations of most financial institutes, such as banks, security firms, and insurance companies.

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Comprehensive Planning Versus Focused Advice: It’s Not the Financial Planner’s Choice

Korean Financial Planning Professional Sunho KimBy Sunho Kim, CFP

The FPA and Ameriprise Financial conducted a survey of 3,022 people, in 2008, comparing the satisfaction of consumers who had received comprehensive financial planning or scaled advice. The survey focused on the way clients felt after working with a financial planner and asked questions about their peace of mind, their financial ability to achieve their life dreams and goals, and their readiness for retirement.

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Comprehensive Planning: The Core Value of Financial Planners

By Taylor Liao, CFP

When taking on a new financial planning case, we collect all of the client’s data and then we have a better understanding of their lives, than before. It’s like a story to us; a story of their past life and how they are planning for the future. We are in a very special profession: financial planning. The client trusts us because they believe we are professionals and that we have the goodwill to help them.

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Patrick Canion, CFP

Australia

Patrick is a Certified Financial Planning professional and holds a Master of Applied Finance and Investment degree. As well as being President of the Western Australian Club, Patrick is on the board of the Financial Planning Association of Australia Ltd. Patrick specialises in assisting professionals and business owners in creating wealth, and is a recognised expert witness.

Patrick is General Manager and Principal of RMG Financial Services, a financial planning firm with over 30 employees. RMG Financial Services has won numerous awards for the quality of their advice and client services.

Patrick is also a Fellow of the Financial Services Institute of Australasia and a Graduate Member of the Australian Institute of Company Directors.

As a former

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