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Podcast80: Humans Under Management with Andy Hart

Informed Decisions Independent Financial Planning & Money Podcast

00:00

Can I Do X and It's a Wacky Scheme?

The industry here is very much focused on the product sale. It's very slowly turning into financial planning, where they're charging for fee. Historically, we've had a real tradition of just pushing products. And now we say to them, Yeah, yeah, we're going to build you a financial plan. But we also do this thing called behavior coaching and help with all the misconceptions and mistakes that you might make.

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