July 2021 | Advisors Magazine
"A Systematic Approach to Integrating Financials"
Today, from small companies to major corporations, the number of employees who specialize in business process management, or BPM, has grown exponentially in the past three decades. Well ahead of that trend was Michael R. Noland, CLU®, ChFC®, AEP®, founder and president of Integrated Financial, an M.R. Noland company. He is so much about the process that he trademarked an approach to wealth management known as The Integrated Planning Process™.
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