The AGILE Financial Planning Process with Roger Whitney

HUM Curated Podcasts - A podcast by Andy Hart / Listen Notes

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Podcast: The Advisor Of Tomorrow Episode: The AGILE Financial Planning Process with Roger Whitney Pub date: 2020-01-19 Details: https://www.listennotes.com/e/e03921722c954a73acbdec6b95fa50e2/ The podcast and artwork embedded on this page are from Justin Castelli, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.