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The Software Dilemma in Financial Planning [Episode 342]
The Perfect RIA · The Perfect RIA
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Show Notes
In this episode, Micah and Matt discuss the critical importance of foundational principles in financial planning, emphasizing the need for advisors to understand the limitations of software and the value of manual planning. They explore the behavioral aspects of financial management, the journey to developing custom software, and the necessity of personal financial planning practice to enhance client relationships and service delivery.
The Software Dilemma in Financial Planning [Episode 342]
Resources in today's episode:
- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs