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Episodes
Thursday Feb 06, 2025
Thursday Feb 06, 2025
Welcome to another enlightening episode of Podcasts for Business. Today, we delve into the intricacies of financial advice with Dan Willers from Robertson Baxter. Discover the key differences between independent and restricted financial advisors and how these distinctions can impact your financial planning strategy.
In this episode, Dan clarifies what truly sets independent advisors apart, namely their ability to explore the whole market for the best financial products and solutions. Learn why impartiality and a broader toolkit can make a difference when working towards your financial goals.
We also uncover the responsibilities of advisors beyond the initial setup of your financial investments, ensuring your portfolio aligns with your personal aspirations and risk tolerance. Whether you're a soon-to-be retiree or an eager entrepreneur, understanding these nuances can help you make informed choices.
So sit back, relax, and join us as we explore the vital role financial advice plays in achieving your financial objectives, and learn how to make the best decision when selecting between independent and restricted advisors.
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