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
--:--
--:--
Listen in podcast apps:

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

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