In this episode of Middle Class Millionaire, John dives into how the financial advisory industry is evolving beyond traditional investment management.  He discusses why true value comes from holistic financial planning- covering foundational principles, insurance, investing, tax, retirement, and estate planning- and how advisors can better serve clients in every area of their financial lives.  John also previews a multi-part series, breaking down each pillar of financial planning and sharing practical strategies to help both advisors and clients thrive. 

WAYS TO CONNECT:

Website: https://www.johnchoi.net/

Phone: 847-247-0850

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