Why advisors must move beyond transactions with savvier investors
Originally Posted on The Globe and Mail
Written by Julia Chung
May 28, 2025
Julia wrote an article for the Globe and Mail outlining why advisors must move beyond transactions with savvier investors into a more transformational relationship.
“A great advisor steps back from trying to be the “quarterback” or the “trusted advisor” and focuses on knowing their own expertise well enough to support their clients, and their clients’ entire team, in the ways that work for the client.”
– Julia Chung
Read the full article here.
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Co-Founder, Sr. Financial Planner at Spring Financial Planning
With twenty seven 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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