Financial planning has changed. The goal for advisors in today’s world is to facilitate dynamic, ongoing planning conversations that can shift as quickly as life does.
In a special episode of the Conquer Risk Podcast, Jeff Goodnow is joined by our resident planning expert Evan Schreiner to discuss the new Financial Planning tool now available in Potomac’s Union UMA. They review:
· Capabilities
· Client View
· Mobile App
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Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
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