A Roadmap for a Value-Driven Financial Plan [Episode 13]
Key Links
Episode 5: Always Take the High Road
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Financial Planning Software is scrutinized in this episode. But right away, Matt and Micah are sure to remind listeners that they aren't completely condemning the technology, just encouraging less of a reliance on the tool.
It is certainly true that a lot of planners are required to use some sort of financial software for compliance requirements or for the more detailed reports that clients may ask for. Yet, Matt and Micah still usually don't put a lot of stock in the software's potential to bring value for clients; they both…
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