Advice vs Planning: What is Missing With Your Advisor?
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Advice vs Planning: What is Missing With Your Advisor?
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In this episode, we unpack a critical distinction many successful families overlook: the difference between traditional financial advice and comprehensive financial planning.
Jason shares a real client story; an entrepreneur who sold his business and was left stranded with a generic financial “plan” from a large institution that lacked follow-through and adaptability. His situation highlights why more families are seeking personalized, proactive planning, not just templated advice.
If you've ever wondered whether you're truly being planned for or just advised, this episode will help you see the difference. Plus, learn how to access our free 20-point Financial Planning Checklist to evaluate your current advisor relationship.
Download the checklist at Three60wealth.ca/planning
It only takes 3–5 minutes and could completely change the way you approach your financial future.