• Data Gathering 2.0 - Beyond the Numbers

  • 2022/02/06
  • 再生時間： 6 分
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Data Gathering 2.0 - Beyond the Numbers

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  • Cody Garrett, CFP® shares the relationship-building opportunities he perceives within the financial planning data gathering process.

    Show Links:
    Data Gathering Checklist - "Every number in your life with a number on it"
    Measure Twice Money - Educational Resources for DIY Investors
    Measure Twice Planners - Webinars and Q&As for Financial Advisors
    Team@MeasureTwiceMoney.com - Submit your questions and connect for future conversations
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あらすじ・解説

Cody Garrett, CFP® shares the relationship-building opportunities he perceives within the financial planning data gathering process.

Show Links:
Data Gathering Checklist - "Every number in your life with a number on it"
Measure Twice Money - Educational Resources for DIY Investors
Measure Twice Planners - Webinars and Q&As for Financial Advisors
Team@MeasureTwiceMoney.com - Submit your questions and connect for future conversations
続きを読む 一部表示

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