NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey

Live It Lists—Redefining Financial Planning

Mar 11, 2025 / By Bill Cates, CSP, CPAE
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You’ve heard of Bucket Lists before, but Live It Lists can actually be far more empowering, and when broached with clients, can help personalize their financial plan, give them a greater sense of meaning, and strengthen their legacy.

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