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Relational and Technical Aspects of Financial Planning
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Jul 28, 2022 10:26 am

Relational and Technical Aspects of Financial Planning

By Steve Sanduski, CFP®|2022-07-28T10:26:05-05:00July 28th, 2022|Categories: ROL Blog|Tags: competencies, conversations, discovery, Life-Centered Planning, technology|

Financial advisor Natalie Taylor spoke with ROL Advisor's Steve Sanduski about how technology alone won't fulfill financial planning needs.