• The Power of Ongoing Financial Planning

  • Mar 18 2025
  • Durée: 9 min
  • Podcast

The Power of Ongoing Financial Planning

  • Résumé

  • Managing your own finances might seem like a smart move, but without expert guidance, it can lead to costly mistakes.

    In this episode, we explore how ongoing financial planning provides structure, accountability, and smarter wealth-building strategies.


    What you’ll learn:

    ✔️ How ongoing guidance leads to better financial outcomes

    ✔️ Real client stories: From financial stress to financial confidence

    ✔️ Why long-term planning beats one-off financial decisions


    Timestamps:

    (1:58) – Who are ongoing service clients?

    (3:59) – What financial planners do for ongoing clients

    (6:05) – Why long-term financial planning works best

    (8:10) – Key takeaway: Structure & accountability lead to success



    Connect with Victor:

    📸 TikTok: https://www.tiktok.com/@victoridokowlthadv

    👔 LinkedIn: https://www.linkedin.com/in/victor-idoko-cfa-a5799076/


    Follow us on social media:

    ➡️ Website: https://cfvservices.com.au/

    ➡️ Facebook: https://www.facebook.com/cfvservices/

    ➡️ Instagram: https://www.instagram.com/cfvservices/

    ➡️ LinkedIn: https://www.linkedin.com/company/cfv-services/

    ➡️ YouTube: https://www.youtube.com/channel/UCKgPfneIj483L-2n-RhnZVw


    Don’t forget to like, subscribe, and share this episode for more wealth-building insights! 🙌✨


    Hosted on Acast. See acast.com/privacy for more information.

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