If you asked a hundred people on the street what a financial planner does, the answers would be overwhelmingly skewed towards the "investment management” side of the spectrum. This isn't necessarily false, but highly successful financial planners focus elsewhere first.
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In all our messaging, Erin's book and webinars, and our conversations with advisors, we're always discussing the ultimate goal of having a business that allows you to serve more clients, make more money, and have more freedom – and having it do all that with as little of your involvement as possible.
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