Ditch Traditional Planning for a Scalable Advice Model
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- Опубликовано: 18 окт 2024
- Michael Kitces estimates it takes an average of 10 hours to deliver a comprehensive financial plan.
Join the Elements team and XYPN member Timothy Iseler, CFP®, to learn how you can dramatically reduce the time it takes to provide your clients with the holistic financial advice they need to make smart financial decisions.
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