The Best Thing We Saw Last Week is a weekly series bringing our readers insights and analysis from Associated's thought leaders on news across the financial planning, investment, employer sponsored retirement and group health insurance industry.
When Associated's Evan Vladem stumbled across an illustration on LinkedIn depicting what people think financial planners do vs. what they actually do, he immediately hit the 👍 and "save image" option.
The sketch, courtesy of Kevin Neoh, needed to be shared.
"I think it's important to truly understand all that goes into the financial planning process," Vladem said. "Our work goes well beyond the 'hot investment pick' or finding the right insurance policy. For those open to peeling back the onion, and understand it, an individual's partnership with a financial planner can be beyond powerful."
If you're open to dig deeper into our financial planning process, contact Evan directly right HERE.