Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance - podcast episode cover

Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance

Dec 13, 202355 min
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Episode description

Maggie Klokkenga shares her insights into her client engagement process, which involves 8 to 10 one-hour-long meetings over several weeks, and the positive outcomes she's witnessed.

You can find show notes and more information by visiting this link:

https://www.xyplanningnetwork.com/376

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Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance | XYPN Radio podcast - Listen or read transcript on Metacast