Once-off Versus Ongoing Advice: The Key Differences Explained

  Financial Advice Once-off Versus Ongoing Advice: The Key Differences Explained Not everyone who sees a financial planner needs an ongoing relationship. Understanding the difference between once-off and ongoing advice could help clarify which type of engagement — if either — might suit your circumstances. By Josh Kozis (Joshy K) · Financial Planner, AFP® ABFP® […]