Flow Financial Planning – Meg Bartelt shares a personal story of her experience at the 5-Day EVOKE® Residential Training in Hana and how it has made her think of how she will frame her role as a financial planner moving forward. She captures well the role of the life planner and the importance of deep listening. Credit: Meg Bartelt – https://flowfp.com/confessions-of-a-comprehensive-financial-planner/
Life Planning in the News
Confessions of a Comprehensive Financial Planner
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