How a respected financial advisor uses PlanPlus Online to provide custom-tailored service
Alan Ririe Stark2019-01-10T18:56:50+00:00In the beginning was the printed planner By the time Martin A. Smith was in college, his printed daily planner played an integral part of his academic success. “I used it religiously—to a fault,” says Martin. “My whole day and life was out of that book.” Martin was attending Georgetown University earning his Masters in [...]