In this episode, Jodie Stauffer and Joanna Schultz delve into the complexities of financial planning, discussing the public's perception, the role of AI, and the importance of collaboration among financial professionals. They explore the confusion surrounding financial designations and emphasize the need for transparency and understanding in the industry. Joanna shares her journey in financial planning and highlights the significance of viewing financial professionals as helping professions. The conversation concludes with a call to action for better communication and collaboration within the financial planning community.