In this Heart of Advice Podcast episode, we explore the transformative impact that financial planning can have on clients’ lives, and how the future of financial planning is happening today.

Our guest, Erin Voisin, CFP^®, Managing Director of Wealth Management Services at EP Wealth, shares her experience getting into the financial planning profession, as well as all the different ways she’s elevating those around her. She delves into how she approaches connecting with and training the next generation of financial planners, including ways in which she’s advocating for women in this profession. This episode dives into the true value of financial planning, how it’s changing, and what others can do to promote a brighter future.

Learn more about expanding the impact of financial planning here: https://emoneyadvisor.com/resources/ebooks/the-new-value-proposition-for-advisors/