Manage episode 522221698 series 3665459
Unlock the secrets to truly personalized financial planning in this compelling episode of "TRG Talk x Digital." We sat down with Robin Copley, Independent Financial Planner, to redefine what it means to manage your wealth.
Forget generic advice! Robin cuts through the jargon, explaining why a fiduciary financial planner is your ultimate advocate, focused solely on your life goals, not just selling products. Discover the crucial difference between a product-pusher and a true financial partner, committed to transparency and your best interests.
This conversation also dives deep into the fascinating world of family wealth and succession planning in Asia's dynamic economies. Robin shares unique insights on how fostering strong family communication and understanding your deepest values can create a lasting legacy for generations.
22 episodes