KEY047 | Financial Planning Software

Financial Planning Software IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I interview Dave Faulkner, President of FPAdvantage and creator of the financial planning software ‘The Razor’. Find out how this software evolved and how the financial planner should be the force of direction in creating the actual financial plan, not the software. And […] The post KEY047 | Financial Planning Software first appeared on Ironshield Financial Planning.

Episode metadata supplied by the publisher feed · Published Apr 1, 2014

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KEY047 | Financial Planning Software

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