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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
Jan 25, 2017

Today we're talking about some topics that don't often get discussed in the financial planning space: how your mental health and business are related, and what happens when you struggle with them both. Dave Grant, now the head of Retirement Matters, shares his journey as a financial planner and entrepreneur, and opens up about his recent experience with depression.

You can find show notes and more information by clicking here:  http://www.xyplanningnetwork.com/84