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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
Aug 15, 2018

The financial planning industry has mostly targeted the higher earners and often been less accessible for those that really need financial planning and advising services. Michael Anderson joins us to talk about how he is working on providing options for the lower income clients. He also discusses the importance of having a relationship with his clients and why he works so hard on communicating effectively in order to understand his clients’ needs and serve them in the best way.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/165

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