Author Kevin Lynch, CFP, ChFC, discusses the missing pieces of financial planning. Lynch says that in planning for your client's financial future, you (and they especially) cannot afford to miss key aspects in the planning phases. Inside this month's MDRT Minute, he will go over a six-step process, describe the differences between financial planners and "specialists" and conclude with three areas that typically are missed. Make sure you aren't missing any of these important services.
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