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From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89
Kitces and Carl - Real Talk for Real Financial Advisors
Financial Planning Software
The financial plan is actually a tool orthe planner, not a tool for the client. The industry is converging on the idea that ongoing advice is what we need to be delivering. "I don't care if it's one and a half pages. I don't care what your templeit looks like"
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