A Look At The Future Of Financial Advice: The XY Planning Network

Share This

Resilient Advisor

 

This week I attended the XY Planning Network’s annual conference in St. Louis called XYPNLive and I think that I have seen the future of financial advice.
 
Mentioned in this episode:
Dr Sarah Fallow of DataPoints
Eric Roberge of Beyond Your Hammock Robert Sofia from Snappy Kraken
Bill Winterberg of FP Pad

 

Listen to additional episodes in this series

RECENT EPISODES
Share This
No Comments

Leave a Reply