Episode 120: Optimizing Your Practice and Upgrading Your Process

from The Advisor Lab by CION · host CION Investments

In this episode, we welcome Michael Lecours, CFP and Co-Founder of fpPathfinder. Can checklists and guides really create deeper understanding and streamline the advisor/client financial planning process? When they are detailed, technical and constantly updated - the answer is clear. We get deep into the details - and the theory behind it - that explain the demand.

Episode metadata supplied by the publisher feed · Published Mar 22, 2023

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Episode 120: Optimizing Your Practice and Upgrading Your Process

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This episode was published on March 22, 2023.

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