What Works Wednesday - Dynamic Retirement Income Planning with Justin Fitzpatrick
The Perfect RIA
00:00
Let the Software Do the Work for You
The income lab is a way to see your whole financial life at any level. It's interactive you can kind of just dive into a particular part of it or zoom back out. For advisors it can really help in a variety of ways so we've definitely seen that it kind of gamifies Having a client Really help you understand their whole picture because everybody wants as many leaves on the tree as possible.
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