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Ep #136: Alan & Kitces Unhinged - Leveraging a TAMP to Grow Your Financial Planning Practice
Alan Moore and Michael Kitces join forces on this episode to address a topic that they have been getting a lot of questions about recently. They address the challenges that have been present when working with TAMPs and why they decided to launch XY Investment Solutions with the specific needs of XYPN members in mind.
You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/136
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By XYPN
4.6
136136 ratings
Alan Moore and Michael Kitces join forces on this episode to address a topic that they have been getting a lot of questions about recently. They address the challenges that have been present when working with TAMPs and why they decided to launch XY Investment Solutions with the specific needs of XYPN members in mind.
You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/136
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