Ep #24: The Intersection of AUM and Monthly Retainers with Alan & Kitces
Behind The Advisor · Behind The Advisor
December 2, 20151h 13m
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Show Notes
This week we aren't talking about how to help your small clients grow into big clients this week, but about how to provide financial planning to a whole new generation. With changing the way you approach financial planning, you are finding a whole new set of clients that have never been reached with traditional financial planning.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/24