Why do advice-only planners have waiting lists?
Originally Posted on The Globe and Mail
Featuring Julia Chung
September 10, 2024
Why do advice-only planners have waiting lists? Julia discussed the topic with Rob Carrick from the Globe and Mail.
“Advice-only financial planners are paid for providing advice and often bill in ways that might be similar to a consultant, tax accountant, or lawyer.”
– Julia Chung
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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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