Ep #20: Net Worth & Income Based Retainers & More from The Planning Center
Behind The Advisor · Behind The Advisor
November 11, 20151h 8m
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Show Notes
If you're interested in variations of the retainer model, how firms like The Planning Center are changing the way planning is done, and how leaders like Andrew are carving new career paths in the industry, you won't want to miss this insightful interview!
You can find show notes and more information here: https://www.xyplanningnetwork.com/20