FPA Study Supports Upcoming Webinar

Just in time for the upcoming webinar, “Top-Down and Bottom-Up: How to Get Your Life and Business Under Control” the Financial Planning Association (FPA) Research and Practice Institute released its study on time management, “Doing More with Less.” You can find the full report and press release here. The study confirms what I see and experience with my clients on a daily basis. A lack of vision for the direction of the firm results in …