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Accessing financial advice can be challenging due to trust issues and societal stigma. Early financial planning is crucial, and individuals should seek help without shame. The episode explores personal experiences with financial advisors and the importance of finding the right fit. It also discusses the evolution of financial advice, emphasising technology, personalisation, and effective marketing to engage younger generations and improve financial literacy.
By Dynamic PlannerAccessing financial advice can be challenging due to trust issues and societal stigma. Early financial planning is crucial, and individuals should seek help without shame. The episode explores personal experiences with financial advisors and the importance of finding the right fit. It also discusses the evolution of financial advice, emphasising technology, personalisation, and effective marketing to engage younger generations and improve financial literacy.