Zebra Smash - Real Financial Planners | Real Conversations
Episode 75 - Veres Technology Survey
February 20, 2019
The new technology survey from Bob Veres and Joel Bruckenstein has some jaw-dropping findings. Can it possibly be true that only 7.8% of advisors use tax planning software? Find out which software solutions are up, which ones are down, and which...
Real Financial Planners | Real Conversations
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