Financial planning isn’t something you can do once
By Sam Instone - May 08, 2018
You could be forgiven for likening a financial adviser to a personal trainer.
Both improve your health (be it physically, or financially).
Both usually offer a free consultation and develop custom plans for specific needs.
Both aim to make you the best version of yourself.
Most importantly, they both require long-term commitment in order to see results.
In a new addition to our video library this month, Jason Butler, author and former adviser, discusses why a 2-month spell with a personal trainer (or financial adviser) won’t get you the results you desire.