Comments on: Hope in Financial Planning https://smithink.com/2019/10/03/hope-in-financial-planning/ Experience delivers the how Fri, 08 Nov 2019 05:02:43 +0000 hourly 1 https://wordpress.org/?v=6.4.3 By: David Smith https://smithink.com/2019/10/03/hope-in-financial-planning/#comment-460 Fri, 08 Nov 2019 05:02:43 +0000 https://smithink.com/?p=10846#comment-460 In reply to Bob.

You could say that – the planner is Crescere’s planner under Crescere’s AFSL. One planner can support 3 to 4 firms. When they’re working with a firm they do so under the firm’s branded financial planning arm. Crescere’s planner meets the clients from the accountant’s office and works alongside the accountant in providing the service. Hope that makes sense.

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By: Bob https://smithink.com/2019/10/03/hope-in-financial-planning/#comment-459 Thu, 07 Nov 2019 22:09:39 +0000 https://smithink.com/?p=10846#comment-459 So in a sense you are leasing financial planners ???

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