How fpPathfinder Can Allow You Help Clients Make Better Decisions

The Agile Financial Planner - En podcast af Roger Whitney

Prøv Podimo gratis! i 30 dage

Et univers fyldt med hundredvis af eksklusive podcasts & lydbøger, klik her for at prøve

Kategorier:

Roger Whitney chats with Michael Lecours, co-founder of fpPathfinder about the importance of checklists and decisions trees in financial planning. www.fppathfinder.com

Visit the podcast's native language site