What holds Canadians back from achieving their financial goals?
Digging into a client's mindset is key to understanding what will motivate them to take action. But what's the best approach for advisors to do that? Meagan Balaneski, CFP, and recent winner of the FPAC Financial Planning Award, discusses the variables advisors need to uncover with clients to ensure their financial plans don't just stay a plan on paper.
The Globe and Mail
