Episode 193
Ep #193: Transitioning Investment Centric Clients to Comprehensive Financial Planning - The Career of Ryan Galiotto
Behind The Advisor · Behind The Advisor
February 27, 201954m 37s
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Show Notes
Ryan Galiotto's interest in finance and investing began in a unique way. Today, he joins the show to share how he found his love for finance so early on and his journey into the corporate world. Ryan has some great information and tips on how to transition investment-centric clients to full financial planning, as well as how he is transitioning into taking over the firm.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/193