Delivering Financial Plans - Process/Format Community Conversation Circle

Conversation Circle Information

As a fee-only Financial Advisor, we are in the business of delivering holistic financial plans for our clients. Let us get together for this conversation circle which focuses on 1) What processes each of us has to deliver the plan, 2) What deliverables and format we offer to our clients, and 3) What are the best practices in delivering the plans. Feel free to join the discussion with your ideas and learn from what others offer.

Moderator: Vid Ponnapelli
Audience: All

Summary

Availability:

Retired

Cost:

FREE

Credit Offered:

No Credit Offered

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