Maggie Klokkenga shares her insights into her client engagement process, which involves 8 to 10 one-hour-long meetings over several weeks, and the positive outcomes she's witnessed. You can find show notes and more information by visiting this link: <a href= "https://www.xyplanningnetwork.com/376">https://www.xyplanningnetwork.com/376</a>

Maggie Klokkenga shares her insights into her client engagement process, which involves 8 to 10 one-hour-long meetings over several weeks, and the positive outcomes she's witnessed. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/376

Maggie Klokkenga shares her insights into her client engagement process, which involves 8 to 10 one-hour-long meetings over several weeks, and the positive outcomes she's witnessed. You can find show notes and more information by visiting this link: <a href="https://www.xyplanningnetwork.com/376" rel="noopener noreferrer">https://www.xyplanningnetwork.com/376</a>

Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance

Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you’re starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.

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Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance

Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance

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