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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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Episode 22: Five Proofs of Financial Planning

Episode 22: Five Proofs of Financial Planning

Wednesday, May 18, 2016
View in iTunes
Paul Resnik discusses the five things that every advisor hoping to give good advice must know about their client.