The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107
Kitces and Carl - Real Talk for Real Financial Advisors
Do You Feel Like Checklists Are Missing in Your Life as a Financial Planner?
FP Pathfinder is a service that lets financial advisors use flow charts and checklists. The company launched in 2013, but the business didn't even launch until 2018. It took five years of vetting before it went from an idea to a business.
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