Ep #15: Financial Planning for Young Clients - How Most Advisors Get It Wrong

Today, Michael and I just couldn’t restrain ourselves and decided to come together to talk about the Financial Advisors article as well as the rebuttal article that we wrote in response. Listen in as we share our views on why financial planning is important to the next generation of clients. If you want to serve younger clients, you must entirely reconstruction your service model. So turn up the volume and get ready to take notes, because you are not going to want to miss this episode.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/15