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Скачать с ютуб Kitces & Carl Ep 89: From Financial Plan Software To One Page Financial Planning в хорошем качестве

Kitces & Carl Ep 89: From Financial Plan Software To One Page Financial Planning 2 года назад


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Kitces & Carl Ep 89: From Financial Plan Software To One Page Financial Planning

In our 89th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how the one-page plan has helped advisors present clear goals to their clients while still presenting their value proposition, how changes in the financial advisory industry have led to broader adoption of a one-page plan, and what it means for financial advisors now that financial planning software companies are adopting shorter reports as a tool. For more, see https://www.kitces.com/blog/one-page-... and https://www.thesocietyofadvice.com/.

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