• The Power of Ongoing Financial Planning

  • Mar 18 2025
  • Length: 9 mins
  • Podcast

The Power of Ongoing Financial Planning

  • Summary

  • 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.

    Show More Show Less
activate_mytile_page_redirect_t1

What listeners say about The Power of Ongoing Financial Planning

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.