From Confusion to Clarity: Serving Through Financial Simplicity
Failed to add items
Add to basket failed.
Add to Wish List failed.
Remove from Wish List failed.
Follow podcast failed
Unfollow podcast failed
From Confusion to Clarity: Serving Through Financial Simplicity
-
Narrated by:
-
By:
About this listen
This podcast features a heartfelt conversation between financial advisors who share a passion for simplifying the complexities of finance to better serve and educate clients. They discuss how the financial industry often thrives on complexity, which can intimidate people and make them feel dependent on professionals. Instead, their mission is to demystify financial planning using relatable language and personal stories, often drawing from their backgrounds in ministry and youth education. A key theme is building trust and emotional connection with clients by being vulnerable and transparent. Ultimately, their goal is not to sell services but to empower people to understand their financial "shortfall" and take meaningful steps toward improvement—whether or not they become clients.
www.planningmadesimple.com