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4. Is Financial Coaching Different Than Financial Advising?
In today’s episode, we’re going to answer another burning question: is financial coaching different from financial advising?
The short answer is YES. While both financial coaches and financial advisors are needed in the world, financial advisors are future-focused. A financial advisor will run a variety of scenarios and your likelihood of financial success based on your investment strategies, rate of return, risk tolerance, asset allocation, and portfolio.
In contrast, financial coaches help people with their money NOW. This can get complex depending on what the client’s unique financial…
The skinny
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