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🧇 The Weekly Waffle – Academy Town Hall Highlights January 24th, 2025 📅
Story of the Week
🌟 Embrace the Shift: The Future of Financial Planning 🚀
The financial planning landscape is transforming, moving from product-focused advice to a life-centred, values-driven approach. In this new era, clients seek more than just solutions—they want guidance that resonates with their goals and aspirations. 💡 In this week’s article, I unpack:
The rise of life-centred financial planning
Why early adoption matters