What is Action-based planning and how can it help you to differentiate your services at a time where more is expected to compete with discount automation?

Diagnostics in financial planning used to be standard. As the industry became focused on investments and high net-wort clients, basic principles of planning were lost, 

Iteration is the engine that makes real financial planning possible. Understand the power of iteration and the need to utilize it if you are truly interested in maximizing the resources of clients.