Michael Kitces | The Power of the One Page Financial Plan

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  • Опубликовано: 11 апр 2023
  • Michael Kitces explains the power of "The One-Page Financial Plan" and how financial advisors can effectively use it to help clients eliminate overwhelm and drive them to take action
    Get access to the full interview by visiting bradleyjohnson.com/7
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    @DBDLPodcastClips  Год назад

    Link to full episode - ruclips.net/video/bBH5DNaSliI/видео.html