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October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

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The New Financial Planning Process That Saves Time, Empowers Clients

By Jane Wollman Rusoff November 28, 2022 ThinkAdvisor

Professor and researcher Meghaan Lurtz, who is a contributing writer to CFP Board’s The Psychology of Financial Planning book, discusses the trend toward collaborative financial planning and the importance of empathy.

Read more at ThinkAdvisor

ThinkAdvisor
Jane Wollman Rusoff
November 28, 2022