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While financial planning is widely accepted and valued within our industry, how much real planning gets done? Real planning requires a client who desires planning and is willing to invest the time and effort required. Without their buy-in, is it a waste of time? What are the implications of being committed to planning but facing real-life limits of accomplishing this? This session looks at what planning is actually getting done, the implications of how we offer it, and ways to improve our practice.
About the Speaker
Paul Anthes
Financial Advisory CorporationPaul Anthes is the President and founder of Financial Advisory Corporation, having started the firm in 1988. His primary role includes working with clients, leadership, and strategic planning for the firm. Paul and his wife, both lifelong residents of West Michigan, have been married over 42 years and have two children.
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