This podcast episode of "The Top One" features Abby Spalding, an owner of Continuum Planning Partners, who discusses the world of fee-based financial planning. Abby shares her journey into the financial industry, explaining her transition from commission-based work to a fee-based model.
She emphasizes the importance of clients paying for advice to establish an equitable relationship with their advisor, highlighting how this approach fosters trust and ensures advice is always in the client's best interest. Abby also uses an architect analogy to describe her role, explaining that clients pay for her to build financial blueprints, and then she can act as a contractor to implement those plans if desired.
The episode delves into the importance of working "on" the business, not just "in" it, and the value of strong partnerships and clear communication with clients.
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