You're a Financial Planner, Now What?

Challenging Assumptions & Researching Answers

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In today’s episode Dr. Michael Kothakota joins Hannah Moore to discuss Michael’s previous military career and background that led him to become a planner. Once working with clients, Michael’s curiosity and desire for data driven decisions led him to challenge the assumptions financial planners make.
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You're a Financial Planner, Now What?By Financial Planning Association
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4.7

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