Whitepaper | Good isn't good enough

July 24, 2019 by Kelton Corcoran

about the author:

Kelton Corcoran

Senior content marketing specialist

Kelton Corcoran is a senior content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

Why taking shortcuts in financial planning can be detrimental to advice quality.

As financial planning technology and the planning practice at large have both progressed, various fundamental shifts in planning ideologies have placed two leading methods at the forefront: cash flow analysis and goals-based planning.

As advisors dissect which method is best to deliver top-notch advice and grow their practice, it is crucial to understand how relying too heavily on the simpler goals-based planning method can be detrimental to advice quality.

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