x NEW SuitabilityPro™️: FinaMetrica Profiler is now available in Canada, USA, United Kingdom and Australia.
Availability in other countries coming soon!More Info

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.