
Sign up to save your podcasts
Or
Today, we tackle your burning questions on the topics ranging from compliance and regulations of bringing in an investor or advisor to monthly retainers and how to sell to younger clients. You don’t want to miss this episode; we just may be answering the question that you’ve been dying to get an answer to.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/22
4.6
136136 ratings
Today, we tackle your burning questions on the topics ranging from compliance and regulations of bringing in an investor or advisor to monthly retainers and how to sell to younger clients. You don’t want to miss this episode; we just may be answering the question that you’ve been dying to get an answer to.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/22
1,880 Listeners
1,994 Listeners
455 Listeners
886 Listeners
240 Listeners
108 Listeners
35 Listeners
25 Listeners
122 Listeners
125 Listeners
746 Listeners
15 Listeners
25 Listeners
1,002 Listeners
19 Listeners