Unlock the Secrets of Financial Planning Reviews
Welcome to this insightful episode of Podcasts for Business, where we explore the dynamic world of financial planning with Dan Willers from Robertson Baxter. Discover what financial advisors are up to between those annual review meetings and how they add value to their clients’ financial journeys.
Dan discusses the impact of recent budget changes and how advisors work proactively to keep clients informed and plans on track. He highlights the importance of regular reviews and the role of a proactive advisor in maintaining a successful financial plan.
Listen in for a comprehensive look into the behind-the-scenes efforts that assure clients of the ongoing care and adjustments needed in a constantly changing financial landscape. Whether you’re a potential client or already have an advisor, this episode provides valuable insights into what you should expect from a trusted financial partner. Enjoy as Steve and Dan unravel the intricacies of maintaining a tailored financial plan.
“The value of investments can go down in value as well as up, and you may not get back the full amount invested. If in any doubt please seek financial advice”.
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