Behind The Advisor

Ep #240: Creating a Tool to Facilitate Meaningful Money Conversations Among Family Members: The 30-Year Career of Hillie Katzeff


Listen Later

Relationships, trust, and follow-through with clients are all incredibly important in the financial advising field. XYPN member Hillel Katzeff joins us on this episode to share how he has truly taken the importance of meaningful relationships to heart and integrated it into his practice and how he works every day. Originally from South Africa, Hillel opens up about his journey to the U.S. for schooling, as well as how he eventually how he found his way into finance and discovered his passion for serving engineers and families.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/240 

...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

134 ratings


More shows like Behind The Advisor

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,200 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

724 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

546 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,000 Listeners

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

The Perfect RIA

458 Listeners

The Long View by Morningstar

The Long View

850 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

225 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

771 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

105 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

119 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

112 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

700 Listeners

Only Fee-Only by Broc Buckles and Peter Ciravolo

Only Fee-Only

16 Listeners

The Advisor Journey by Altruist

The Advisor Journey

23 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

20 Listeners