039 | What 10 Years as a CFP Taught Me About You and Your Money

Scott hits a milestone this week — ten years as a Certified Financial Planner — and he and Chris use it as a chance to reflect on how financial planning has really changed over the past decade. They dig into why products were never the plan, how the industry shifted from advisors-as-gatekeepers to a world of direct access and AI tools, and why cash flow management remains the single most important conversation for any business owner. Scott also gets honest about what he thought "making it" meant at 29 versus what actually matters now: communication, empathy, and helping people cut through the noise. If you've ever felt informed but still disorganized about your money — or you've been quietly avoiding your finances altogether — this one unpacks why that happens and what changes once you finally sit down and look at the whole picture. 📊 Take the Financial Clarity Assessment → https://alignwealth.scoreapp.com 📸 Follow Scott Campbell on Instagram →   / scottcampbell.fp   🌐 Learn more about Align Wealth → http://www.alignwealth.ca