In our 89th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how the one-page plan has helped advisors present clear goals to their clients while still presenting their value proposition, how changes in the financial advisory industry have led to broader adoption of a one-page plan, and what it means for financial advisors now that financial planning software companies are adopting shorter reports as a tool. For more, see https://www.kitces.com/blog/one-page-financial-plan-planning-software-snapshot-road-map-carl-richards/ and https://www.thesocietyofadvice.com/.
