Podknife - How Long Does It Take To Create a Financial Plan? [Episode 103] by The Perfect RIA

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How Long Does It Take To Create a Financial Plan? [Episode 103]

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Feb 08, 2021
Episode Duration |: 00:31:04

Time is money, and if you’re taking more than 15 hours to create a financial plan, you’re doing it wrong. Stop looking at Parkinson’s Law with a glass half empty perspective, and instead take the principle and apply it to your advantage. Listen in as Matt and Micah break down what their financial planning process looks like, including how much time they're spending on each area.

You can find show notes and more information by clicking here: https://bit.ly/3c9ADsl

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