Financial Planning in the New Age

Financial planning has changed. The goal for advisors in today’s world is to facilitate dynamic, ongoing planning conversations that can shift as quickly as life does.In a special episode of the Conquer Risk Podcast, Jeff Goodnow is joined by our resident planning expert Evan Schreiner to discuss the new Financial Planning tool now available in Potomac’s Union UMA. They review:·       Capabilities·       Client View·       Mobile AppMake sure you subscribe to never miss an update.Listen on AcastSubscribe in Apple PodcastsLearn more about Potomac Fund Management: https://potomacfund.com/Read our blog: https://blog.potomacfund.com/Disclosure: http://bit.ly/2l3OvaL Hosted on Acast. See acast.com/privacy for more information.

Episode metadata supplied by the publisher feed · Published Aug 10, 2021

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Financial Planning in the New Age

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