On today's podcast, Justine Kelly shares her journey in the financial industry and her transition to advice-only planning. She emphasizes the importance of putting the human side into financial planning and providing unbiased advice. Justine and Andrea discuss the challenges of evaluating the value of advice-only planning and the need for clear communication between clients and planners. They also share success stories that highlight the impact of holistic financial planning on clients' lives. Justine encourages anyone, regardless of their financial situation, to seek financial planning services.

Chapters

00:00 Introduction and Background

08:02 Choosing a Career in Financial Planning

14:11 Understanding Advice-Only Planning

22:06 Success Story: Early Retirement Planning

26:08 Success Story: Providing Support in Grief

31:04 Challenges in the Banking Industry

36:43 Evaluating Financial Planners

40:11 Financial Planning for Everyone

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