The Growth Of Collaborative Planning – And Decline Of “The (Written Financial) Plan”
Nerd's Eye View
JULY 26, 2023
eMoney's Decision Center, MoneyGuide Pro's Play Zone, and RightCapital's interactive features). Ultimately, the key point is that as technology has improved and virtual meetings have gained popularity among advisors (and their clients), many advisors have adopted a collaborative approach to financial plan production and delivery.
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