Most of a financial planner's work (90% of the day job) involves asking the foundational questions about what clients are trying to accomplish and why, rather than making sophisticated investment decisions.
factualpending
Speaker
Justin CarbonoEvidence Quote
“90% of my day job is basically around are we on track with what we're trying to do what's the goal what's the actual objective what's the what's the why behind the why behind the why”
Created: 8/11/2026, 7:52:29 AM
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