Behind The Advisor
Behind The Advisor
XYPN
Ep #22: BONUS EPISODE – Alan and Kitces Unhinged (Mailbag Style!)
1 hour 20 minutes Posted Nov 23, 2015 at 1:00 pm.
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Show notes

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