FPA Connect: Helping Clients Manage Their Budget In Real Life 2.0

Webinar / Online Meeting Online Meeting

Most clients need help with their budget, even high earners. Advisors need a realistic picture of how much clients spend to provide accurate financial planning analysis and recommendations. Without a clear budgeting philosophy, clients are at risk of not sticking with it and advisors are at risk of investing too much time in the weeds of budgeting with clients. In […]

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