The Financial Planning Timeline…in 90 Seconds (sort of!)

Unfortunately, the "financial planning process" has the unintended consequence of rushing YOU (and the financial planner) through the most important steps of the process in an effort to get the planner paid the quickest.  See how in "The Financial Planning Timeline in 90 Seconds."


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I’m a speaker, author, wealth advisor and Director of Advisor Development for Buckingham and the BAM Alliance. Connect with me on Twitter, LinkedIn and Google+.

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