A deep dive discussion on an article published in the Globe and Mail that states only 6% of Canadians actually get comprehensive financial planning from their full-service financial advisors. Listen to the various problems that arise from working with non-specialized financial advisors, what it may be costing you in the long term, and how to fix these problems.
Key Moments:
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Only 6% of Canadians Get Comprehensive Planning
– A striking stat from the Globe and Mail reveals the gap in true financial advice. -
Flaws in the Traditional Advisor Model
– Explores why most full-service financial advisors fall short—especially for physicians. -
The Cost of Incomplete Advice
– Discussion on the hidden long-term financial impact of working with non-specialized advisors. -
What Specialized Planning Looks Like
– Contrasts generic advice with what comprehensive, tailored financial planning should include. -
How to Take Back Control
– Steps you can take to evaluate your current advisor and shift to a better model.
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