Mar 4, 2020
Finding the financial planning software that’s a fit for your practice can feel overwhelming. There are many different solutions that have various features, benefits and client interfaces, and it can be hard to determine where to start.
In this milestone episode, Michael Kitces from Nerd’s Eye View joins us to discuss the differences between many of the large planning software providers in the financial planning industry, helping you set a game plan to choose the right fit for your business.
For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/how-to-choose-the-right-financial-planning-software-with-michael-kitces/?utm_source=Vanity%20URL&utm_medium=podcast%20platform
A special thank you to all of our listeners and guests for joining us through our first 100 episodes. To look back at our first 100 and to join our podcast newsletter, visit us at bmogam.com/betterconversations.