How fpPathfinder Can Allow You Help Clients Make Better Decisions

Roger & Dan's Retirement Lab

English - April 09, 2020 17:14 - 32 minutes - 60.4 MB - ★★★★★ - 24 ratings
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Previous Episode: Do’s and Don’t During Tumultuous Markets, Ep # 18

Next Episode: Don't Make it So Complicate: How to Create Elegant Simplicity

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