In this episode of Financial Finesse, I have the pleasure of chatting with Melissa Joy of Pearl Planning, an independent, women-owned financial planning firm based in Michigan. Melissa and I met through an advisor peer group and have a lot in common when it comes to our careers and how we manage our financial planning businesses. I thought she’d be the perfect guest to discuss the value of a good financial advisor and what to look for when hiring a financial parter.
Melissa and I discuss a range of topics, from the types of clients we work with to their most common pain points and how we look at each client’s entire financial picture to develop and implement a comprehensive financial plan. We also touch on the role of investments in a client’s financial plan and why neither of us makes it the focal point of our discussions despite our shared interest in the topic. Finally, we discuss the progress the financial advice industry has made in terms of service and technology, but why it still has a long way to go when it comes to encouraging more diversity among professionals joining the field.
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