Three things advice-only financial planners get wrong when starting out
Originally Posted on The Globe and Mail
Featuring Julia Chung
December 17, 2024
Julia spoke with Leah Golob of the Globe and Mail about the three common challenges advice-only financial planners face and often get wrong when starting out.
“I didn’t give a ton of thought to how much work it would be to run the business part of it, that learning curve was quite extensive, and I’m still learning.”
– Julia Chung
Read the full article here.
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Co-Founder, Sr. Financial Planner at Spring Financial Planning
With twenty nine years' experience in the financial services industry, education in personal and corporate finance, business and family law, cross border planning, family dynamics, insurance, risk management, operations management, and strategy, Julia is a powerhouse financial planner committed to simplifying complex ideas into concrete, practical application.
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