Financial Planning Was Designed to Fail

NO BS Money Guy Todd Strobel is taking on the concept of financial planning. Will Financial Advisors continue to follow the current broken model?

Financial Planning assumes:

1. Past Predicts the Future
2. All Clients Have the Same Goals
3. Risk Tolerance is Only Variable
4. Scarcity-Sacrifice is Required 
5. Delay and Defer Taxation is Valid Strategy
6. Only Financial Resources Included

These are just a few of the many flaws of the financial planning process. The Prosperity Economics Movement seeks to redefine client/advisor relationship. 

You are invited to call in with with questions and comments. 

Special Surprise Guests! Don't Miss This One!

Advisors Only Marketing Webinar

More info from Garrett White