Ep #136: Alan & Kitces Unhinged - Leveraging a TAMP to Grow Your Financial Planning Practice
Behind The Advisor · Behind The Advisor
January 24, 20181h 13m
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Show Notes
Alan Moore and Michael Kitces join forces on this episode to address a topic that they have been getting a lot of questions about recently. They address the challenges that have been present when working with TAMPs and why they decided to launch XY Investment Solutions with the specific needs of XYPN members in mind.
You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/136