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XYPN Radio

XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, Maddy Roche and guests deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in the field and case studies from financial planners like you, the discovery of how you can serve your own generation to help them achieve their financial goals starts today.
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Now displaying: Page 1
Sep 6, 2017

Building a new business is always a lot of work. This didn’t deter Andrew Damcevski and Devon Klumb from starting their practice and quickly adjusting and putting it in the perfect position to succeed. By become part of a bigger firm, their business has been able to see a large amount of growth and they are able to reach the type of customers they are passionate about working with.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/116

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