20: George Kinder | The Future of Financial Planning is Life Planning

The Human Side of Money - Podcast tekijän mukaan Brendan Frazier - Keskiviikkoisin

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Financial planning without any regard for the person’s dreams, values, and life they want to live is nothing more than numbers on paper. A person’s dreams, values, and life they want to live without any regard for money is nothing more than a fantasy. Life planning is simply connecting the client’s dreams and values with … Read More Read More

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