Financial planning wasn’t even a thing 50 years ago
The financial advice industry has evolved in five decades to a focus on what the client wants out of life.
Celebrating the 50th anniversary of financial planning.
Interviews with:
– Michael Kitces, Co-Founder of XY Planning Network
– Linda Leitz, President of Peace of Mind Financial Planning Inc.
– George Kinder, President and Founder of The Kinder Institute of Life Planning
– Tim Minert, Chief Revenue Officer at AdvisorPeak
– Alan Moore, CEO of XY Planning Network
