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Financial Coach Vs. Financial Planner w/ Taylor Westergard [167]
Manage episode 421151463 series 3558245
المحتوى المقدم من Elements Technology, Inc. and Reese Harper. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Elements Technology, Inc. and Reese Harper أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In this episode of Elementality, Jordan Haines, CFP® chats with Taylor Westergard, CFP®, AFC®, founder and financial coach at Evolving Money - a financial coaching firm focused on helping people understand their cashflow and be more intentional with their spending.
They discuss the difference between a financial coach and a financial advisor, specifically when financial coaching may be more approrpriate than financial planning. They also discuss how advisors can introduce other services to introduce value sooner in a client’s journey
If you’re wondering if financial coaching is right for your practice, then this episode is for you!
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