🚀 Understanding Financial Planning vs. Financial Intermediation 🚀
I just published a new blog post that delves into why the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS) are facing challenges. Having been a member and professional in the field for many years, I share my insights on the crucial distinction between financial planning as a profession and financial intermediation as an industry. 📊💡
Discover why true financial planning, with its focus on empathy, communication, and personalised advice, is the future of financial services. 🌟
📖 Read the full article here: [Link to the blog]
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#FinancialPlanning #FinancialIntermediation #CII #PFS #Finance #ProfessionalDevelopment