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Do You Help Your Clients Identify Credible Financial Resources?

By Cora Pettipas, CFP, Canada

Our clients do not always find financial planning as fascinating as we do. It is unfortunate, but true. To counteract this natural client disinterest (or aversion), it is helpful to give clients resources to use to make finance fun and approachable. Thanks to the internet there are a plethora of great resources you can direct your clients to.

Continue reading Do You Help Your Clients Identify Credible Financial Resources?