Insurance Pro Blog Podcast

IPB 134: Holistic Financial Planning is Poised to Win Big

Jan. 3, 2019

To kick off the new year, we are raising the white flag.  We have to concede a position we've long held because consumer sentiment appears to overwhelmingly head in the opposite direction.  For years, we've lampooned the notion of the “holistic” financial planner.  Simply, the notion that one person or small firm encompasses the entire […]

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