The Future of Financial Planning Software and the New Client‐Advisor Relationship

Strachan, Linda; Wells, Kory

doi:10.1002/9781118641873.ch3

Technology Tools for Today's High‐Margin Practice 2012

DOI: 10.1002/9781118641873.ch3

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The Future of Financial Planning Software and the New Client‐Advisor Relationship

Linda Strachan¹,

Kory Wells²

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The Future of Financial Planning Software and the New Client‐Advisor Relationship

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