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How a week in Financial Planning looks like

How a week in Financial Planning looks like?

It is very demanding and challenging to run a business. Financial Services can be particularly challenging as it involves articulating intangible assets and understanding clients' objectives and circumstances. Navigating financial products and markets to facilitate objectives requires sound knowledge, active involvement and thorough consideration. None the less it can help achieve life goals.

Strategic view point by Carlos Mauleon Director of New Business Initiatives at Biznex Consulting - Strategic business initiatives for Wealth Management

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