32 min
How fpPathfinder Can Allow You Help Clients Make Better Decisions The Agile Financial Planner
-
- Investing
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
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
32 min