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The Benefits of a Life Planning Approach

by Horsesmouth

in Business
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Many advisors have found embracing life planning to be the key to preparing clients for their financial future in a holistic way that makes sense to them. Advisor Radio talks with Michael Kay, CFP, author of "The Business of Life" about why he finds the approach so worthwhile.
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Tags:
life planning,
Horsesmouth,
financial advisor,
advisor,
financial planning
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