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In this episode, Daniel Evans and Jodie Stauffer explore the world of advice-only financial planning in Canada. They discuss career transitions, compensation models, niche marketing, and the future of the industry, emphasizing the importance of relationship-building and authentic client service.
By Jodie Stauffer - Money Coaches CanadaIn this episode, Daniel Evans and Jodie Stauffer explore the world of advice-only financial planning in Canada. They discuss career transitions, compensation models, niche marketing, and the future of the industry, emphasizing the importance of relationship-building and authentic client service.