<p>This week, we are back with another mailbag issue. Kitces and I really enjoy these episodes because it really helps us to identify and address your biggest problems.</p> <p>You can find show notes and more information by clicking here: <a href= "https://www.xyplanningnetwork.com/33" target="_blank" rel= "noopener">https://www.xyplanningnetwork.com/33</a></p>

Ep #34: Creating the Perfect CRM with John Rourke and Dan Ferranti

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.