))
What's New CFI: Developing a High-Impact Financial Plan
Manage episode 430702595 series 3571364
Innhold levert av Anna Talerico and Corporate Finance Institute. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Anna Talerico and Corporate Finance Institute eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this episode of FinPod, we discuss our course for financial planners, advisors, and wealth managers on developing high-impact financial plans. We cover how integrating financial plans into a wealth management practice adds value for clients and advisors. We emphasize best practices for effective goal-setting and how structured financial plans can realize your clients’ objectives. Tune in to gain insights and a deeper understanding of how the core components of a financial plan add value for your clients.
39 episoder
Del
