Don't miss this critical episode in the new ASV Investment Planning Series!

This simple but robust episode focuses on the value of asset aggregation in the context of Investment Planning. It articulates the universal view of assets that is needed to begin building an investment plan, and the cost of inefficiency if the work isn't done. Most importantly, learn the process and ongoing benefits of aggregation and monitoring assets in a single view!

Special Guest Richard Robertson from Genesis Publishing House joins us to talk about the Life Cycle of Wealth book expansion, and more about Genesis Publishing House.

Listen and share this week's ASV! You just may decide to take the day off and aggregate!