Behind The Advisor

Ep #15: Financial Planning for Young Clients - How Most Advisors Get It Wrong


Listen Later

Today, Michael and I just couldn't restrain ourselves and decided to come together to talk about the Financial Advisors article as well as the rebuttal article that we wrote in response. Listen in as we share our views on why financial planning is important to the next generation of clients. If you want to serve younger clients, you must entirely reconstruction your service model. So turn up the volume and get ready to take notes, because you are not going to want to miss this episode.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/15

...more
View all episodesView all episodes
Download on the App Store

Behind The AdvisorBy XYPN

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

137 ratings


More shows like Behind The Advisor

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,230 Listeners

Odd Lots by Bloomberg

Odd Lots

2,005 Listeners

Financial Advisor Success by Michael Kitces

Financial Advisor Success

718 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

463 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,157 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

243 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,678 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,267 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

114 Listeners