Matt’s experience is an awesome example of a firm within a firm concept that Kitces and I have alluded to in past episodes. If you are interested in building out a nexgen service model inside your existing firm but are unsure of where to start, then you need to listen in. This interview is full of actionable advice and one I am excited to finally bring you.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/36
How is it possible to build a career you love, own your own RIA, and be there for your family? This interview gives insight into how one financial advisor does it -- and how you can apply her ideas, thoughts, and tips to your own life.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/35