Who says spreadsheets are boring?

In a story published last week, "Advisors, Let Go of Excel," Financial Planning contributor and industry executive Brian Leitner fired a warning shot to advisors who were still relying on Microsoft spreadsheets instead of modern financial planning software to perform basic planning for clients: "By not fully adopting the capabilities of [financial planning] software, you run a very real risk of becoming obsolete in the near future."

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