H
Hansi Mehrotra
Learner, content creator, founder
292538 followers
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500+ connections
Financial planning training has to evolve to include softer skills and perhaps a practical apprenticeship to learn empathy and coaching skills. The business model would also need to evolve accordingly to de-link from investment assets under management. Financial education for clients could be fun. We need many more financial coaches to reach those who need help. Discussed this and many other issues at the panel organised by FPSB for World Financial Planning Day. Thank you for giving me the opportunity to share #financialplanning #wfpd2020
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