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Carl Richards – the value of financial planning

Sharing best practice with other financial planners is a great way to generate new ideas and thinking that you can use within your business. Watch this second video in the series of four, to hear US financial planner Carl Richards ( remember his quirky but so very powerful animated drawings??) talking about the value of the financial planning process. He’s talking to Greg B. Davies of Oxford Risk.

If you missed part one, you can access it HERE 

 

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