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← The Agile Financial Planner

The Agile Financial Planner

How fpPathfinder Can Allow You Help Clients Make Better Decisions

April 9, 2020·00:32:59

Roger Whitney chats with Michael Lecours, co-founder of fpPathfinder about the importance of checklists and decisions trees in financial planning. www.fppathfinder.com Connect with Roger on Twitter @roger_whitney