What's New CFI: Developing a High-Impact Financial Plan
In this episode of FinPod, we discuss our course for financial planners, advisors, and wealth managers on developing high-impact financial plans. We cover how integrating financial plans into a wealth management practice adds value for clients and advisors. We emphasize best practices for effective goal-setting and how structured financial plans can realize your clients’ objectives. Tune in to gain insights and a deeper understanding of how the core components of a financial plan add value for your clients.
![What's New CFI: Developing a High-Impact Financial Plan](https://img.transistor.fm/uIfU1pchCkv0z6W8GVtYJWdQL0_PD_SgM6XBsrrKufI/rs:fill:800:800:1/q:60/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS84OTQx/NGEwYWYxZDU5YWFk/NTRlMGIzYzY2MzI5/N2VlNy5wbmc.webp)