Filtering Down To The Most Impact-Weighted Work To Add Value
CFO News Room
DECEMBER 6, 2022
I could go back and tell a story that I was a double major in economics and sociology, and financial planning was a perfect fit. Particularly, 10 years ago, this is a new startup or just in the very early days of “robo-advisors.” And if you went through the math, it gave us hundreds of hours that a typical firm would spend.
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