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Ep 173: Growing To $250M In 5 Years By Crafting A More Specialized Client Experience with Andrew Leonard

Financial Advisor Success

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Navigating Financial Planning Software Limitations

This chapter explores the capabilities and shortcomings of financial planning software, focusing on e-money's handling of retirement projections and private equity. It also discusses the importance of integrating custom Excel models to address specific client needs and enhance tailored wealth management strategies.

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