• What's New CFI: Developing a High-Impact Financial Plan

  • Jul 25 2024
  • Length: 12 mins
  • Podcast

What's New CFI: Developing a High-Impact Financial Plan

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  • Summary

  • 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.
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Economics
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