Are you struggling to figure out how to build and grow your own financial practice firm? Not sure which media platform to start off with? The good news is that Jeff isn’t shy when it comes to sharing what’s working for his business. Wondering what’s the bad news? There is none, just press "play" to learn how he uses social media & blogging to support and build his business and how you can do then same for your company.
For complete show notes and more information click here: http://www.xyplanningnetwork.com/4
If you’re struggling with the decision on whether or not to launch your own firm and what it’s going to take, Sophia drops some serious knowledge and guidance bombs to help you make up your mind. For someone who has started her career with a degree in theater, how did she manage to go from an artist to a virtual RIA? Find out how that became her secret weapon by pressing the "play" button...
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/3
Join us as Carl shares his journey of becoming a financial planner, and later, an author and an artist with absolutely no art background. In this wide-ranging conversation, we spend a good bit of time focusing on Carl’s unique financial planning process, from introductory meeting all the way through plan delivery. You don’t want to miss this exclusive look under the hood of how Carl provides financial planning as well as his solid advice that that will surely positively impact your business.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/2
On this episode, your host, Alan Moore, interviews a brilliant educator to many financial advisors and XYPN’s very own occasional co-host, Michael Kitces. If you have been around financial planning for a while, you’ve probably heard of Michael. And today, you’re going to get an awesome introduction to him and hear his amazing story that very few people have actually heard.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/1