Unique Ways to Make Planning a Core Offering

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About This Episode

Advisors must embrace financial planning as a core service. It gives them an edge against competition, provides a diversified revenue source and deepens their relationships with clients. But there is no universal process for planning, and my guest today, Justin Duft, will discuss how advisors need to customize their approach to fit their client base. He will also highlight how his firm, Commonwealth Financial Network, has embraced planning and how it supports its advisors.

About Our Guest

Justin Duft, JD, CFP®, CLU®, ChFC®, CLTC®, is director of advanced planning with the Commonwealth Financial Network. He joined Commonwealth in June 2007. As director of advanced planning, Justin is responsible for the strategic direction of the department, as well as providing a resource for advisors on issues involving trust, estate, tax, charitable, social security, business, insurance, and education planning.

Show Notes

Here is a link to the Commonwealth Financial Network web site.