Ep #23: The How and Why of Monthly Retainers with Alan & Kitces
Behind The Advisor · Behind The Advisor
November 25, 20151h 7m
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Show Notes
Whether you are already part of the XYPN Network or are looking to join, creating your model for monthly retainers can be a daunting task if you don't understand the importance. Listen in as Kitces and I share how the monthly retainer model started and how to ensure your firm is set up to grow with your customers for years to come.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/23