Why taking shortcuts in financial planning can be detrimental to advice quality
Whitepaper | Good isn't good enough
As financial planning technology and the planning practice at large have both progressed, various fundamental shifts in planning ideologies have placed two leading methods at the forefront: cash flow analysis and goals-based planning.
As advisors dissect which method is best to deliver top-notch advice and grow their practice, it is crucial to understand how relying too heavily on the simpler goal-based planning method can be detrimental to advice quality.
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