YBC Academy : Do You Understand The World Of Financial Planning?

Do you understand the world of financial planning? Most people don’t, which is why I’m writing a series of blogs/Articles regarding financial planning, and our role in your business.

For your reassurance I’m a Chartered Financial Planner and work with individuals and businesses to develop and understand their finances in order to make better, informed decisions.

What are the Common Perceptions of Financial Planning?
The best way to start this series, is to focus on the common perceptions that people have when considering financial planning or getting financial advice.

When looking for a financial advisor, you might think:
• “They’re all just chasing commissions.”
• “What does that even mean? I don’t understand any of this financial gibberish.”
• “I don’t understand why this is so expensive? Are they after my investments?”
• “Can I trust them?”
• “Do they have my best interests at heart?”

To be honest, I can’t blame you for having these thoughts. These perceptions have been created because of many people’s experiences with financial advisors and our industry, in general.

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