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INTERACTIVE PLANNING
With Caitlyn Conlin:
Training Specialist
INTERACTIVE PLANNING
"When I started doing financial planning, we were sitting with calculators
and it could take months to do a financial plan. It was an arduous, lengthy
process, fraught with opportunity for human error, and very difficult to
update." That is very different from how planning is done today, he notes,
and
as technology continues to evolve, it will
enable planners to be efficient, able to
serve more clients, in a more timely and
thoughtful way,
even as the margins of the business may decline.”
Credit: Richard Averitt III (Chairman & CEO of Raymond James- December, 2005).
INTERACTIVE PLANNING
INTERACTIVE PLANNING
INTERACTIVE PLANNING
INTERACTIVE PLANNING