Share this postPersonal Finance EconomicsYour Best Living StandardCopy linkFacebookEmailNotesMoreYour Best Living StandardAn explanationRobert PuelzAug 29, 2023∙ Paid2Share this postPersonal Finance EconomicsYour Best Living StandardCopy linkFacebookEmailNotesMore42ShareLast week, I dipped into the advisory world, curious about relatively new financial planning software on the market to be used by financial advisors and CFPs with their clients. I went on a Zoom ca…This post is for paid subscribersSubscribeAlready a paid subscriber? Sign inPreviousNext