In this episode of Middle Class Millionaire, John dives into how the financial advisory industry is evolving beyond traditional investment management. He discusses why true value comes from holistic financial planning- covering foundational principles, insurance, investing, tax, retirement, and estate planning- and how advisors can better serve clients in every area of their financial lives. John also previews a multi-part series, breaking down each pillar of financial planning and sharing practical strategies to help both advisors and clients thrive.
WAYS TO CONNECT:
Website: https://www.johnchoi.net/
Phone: 847-247-0850
Blog: https://bit.ly/3CNltG2
