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Season 6 Episode 53 - Integrating Financial Coaching with Financial Planning - The Future of the Industry ft Dr. Brandy Baxter, AFC®FFC®
Season 6 Dominique Henderson Season 6 Dominique Henderson

Season 6 Episode 53 - Integrating Financial Coaching with Financial Planning - The Future of the Industry ft Dr. Brandy Baxter, AFC®FFC®

In this episode of Conversations for Financial Professionals, we are joined by Dr. Brandy Baxter, AFC®FFC® to discuss these differences and what the future of the industry looks like. Here are a few key takeaways from our conversation: financial coaching and financial planning are not always the same thing; financial coaching is more about helping clients improve their current money situation; while financial planning focuses on creating a plan to reach specific financial goals; and the future of the industry looks bright, with more people searching for financial professionals who can help them improve their overall financial wellbeing.

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