Your schedule is already packed. How can you find the time to create your financial plan?
In this episode, Michael Labos discusses the Gen X Wealth Partners financial planning process. Michael shares what it was like to build his firm while revealing how he leverages technology to provide a virtual experience to clients, saving them time and money.
Michael discusses:
- Reasons he created a virtual practice
- How he leverages technology for his clients
- The importance of communication
- The key components to consider when creating a financial plan
- And more!
Resources:
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