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

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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


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