Ep #20: Demystifying the Role of a Financial Planner

Have you ever asked yourself: what is the role of a financial planner? In this episode, I’m diving into a topic that is very near and dear to my heart and exploring what it means to be a financial planner, the various responsibilities and duties that come with the role, and the importance of financial planning in today’s world.

So join me as we explore the ins and outs of this crucial profession and gain a better understanding of what it means to be a financial planner, including what the role of a financial planner is, the difference between a financial planner and a financial advisor, and the official definition of a financial planner. I also share some of the important questions that a financial planner can help you answer, such as how much insurance you should have, how you can weather inflation, and how much you should have for retirement.

Listen to the Full Episode:

What You’ll Learn in Today’s Episode:

• What the official definition of a financial planner is.

• The role of a financial planner.

• The difference between a financial planner and a financial advisor.

• What questions a financial planner will help you answer.

• The importance of financial planning.

Ideas Worth Sharing:

• “As financial planners, we help you address important questions.” -  Stanley Funches

• “You can get information everywhere—the importance of a financial planner is we help not only give you information, but we talk to you about how to apply that information.” - Stanley Funches

• “How do you apply that information, and apply it correctly?” - Stanley Funches

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