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Ep 348: Building Your Own Planning Spreadsheets To Show Clients What They Need To See With Jeff Jones

Financial Advisor Success

CHAPTER

Building Financial Planning Software and Making it Accessible

This chapter delves into the guest's plans for pro bono financial planning and emphasizes the significance of making financial planning accessible for everyone. They also discuss the findings of a recent advisor tech study and express excitement about the guest's expertise in financial planning software.

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