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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 next generation 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
Dec 2, 2015

This week we aren’t talking about how to help your small clients grow into big clients this week, but about how to provide financial planning to a whole new generation. With changing the way you approach financial planning, you are finding a whole new set of clients that have never been reached with traditional financial planning.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/24