How fpPathfinder Can Allow You Help Clients Make Better Decisions - podcast episode cover

How fpPathfinder Can Allow You Help Clients Make Better Decisions

Apr 09, 202033 minEp. 19
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Episode description

Roger Whitney chats with Michael Lecours, co-founder of fpPathfinder about the importance of checklists and decisions trees in financial planning. www.fppathfinder.com

Connect with Roger on Twitter @roger_whitney

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