Ep #233: Alex Yeager - Embracing a Psychographic Niche and Keeping Your Planning Firm Personal

Alex Yeager started his career out of college at Vanguard, gaining valuable experience working with clients and their investments. After feeling as though he would like to work more intimately with clients in a comprehensive way, Alex moved to Texas and started working at an independent RIA. Now the owner of Everlong Financial, he specializes in the personal relationship side of the services.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/233