The Advantages of Advice-Based Planning

We're joined by Lucila Williams, founder of The Intentional Advisor, on the NextGen in 10 Podcast to explore the meaning of an "advice-based" advising model and making the advising experience central to your practice. This episode continues a conversation on how to bring a sense of self to the business of financial planning as an advisor, including personalizing your office space, forming a deeper relationship with clients, emphasizing your own values, and more.