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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 10, 2016

Garrett launched Be Awesome Not Broke, a financial coaching firm that helps clients identify their goals while establishing a firm financial foundation based on building cash flow and debt management skills.

Garrett's business model is one that financial planners will find intriguing. There's tremendous potential to improve the client pool of those seeking comprehensive financial planning services from efforts like Be Awesome Not Broke.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/60

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