Behind The Advisor
Behind The Advisor
XYPN
Ep #24: The Intersection of AUM and Monthly Retainers with Alan & Kitces
1 hour 13 minutes Posted Dec 2, 2015 at 1:00 pm.
0:00
1:13:56
Download MP3
Show notes

This week we aren’t talking about how to help your small clients grow into big clients this week, but about how to provide financial planning to a whole new generation. With changing the way you approach financial planning, you are finding a whole new set of clients that have never been reached with traditional financial planning.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/24