This is the first interview with Mike Helgesen, who created this fast, intuitive, visual and dynamic alternative to traditional financial planning. Imagine being able to take back the 14 hours of time normally reserved for that financial planning process and, instead, begin strategic discussions about investing and managing risk in just minutes.
Mike also shares the key differences in his method that should increase everyone's confidence, even during the harshest bear markets. Please join us for one of the most important interviews we have ever done.
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