Data Gathering 2.0 - Beyond the Numbers
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Data Gathering 2.0 - Beyond the Numbers
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About this listen
Cody Garrett, CFP® shares the relationship-building opportunities he perceives within the financial planning data gathering process.
Show Links:
Data Gathering Checklist - "Every number in your life with a number on it"
Measure Twice Money - Educational Resources for DIY Investors
Measure Twice Planners - Webinars and Q&As for Financial Advisors
Team@MeasureTwiceMoney.com - Submit your questions and connect for future conversations
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