How does financial planning service differ from other product-oriented services in the industry?
Financial Planning services does not involve the sale of financial products. Instead, they concentrate on the sale of financial products to clients, with less focus on the overall financial position and suitability of a product for a client's portfolio.
A financial planner is responsible for generating a plan for his client and advising them on asset allocation strategies that will help reach their desired target and fulfill their goals.
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