Ep #240: Creating a Tool to Facilitate Meaningful Money Conversations Among Family Members: The 30-Year Career of Hillie Katzeff
Behind The Advisor · Behind The Advisor
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Show Notes
Relationships, trust, and follow-through with clients are all incredibly important in the financial advising field. XYPN member Hillel Katzeff joins us on this episode to share how he has truly taken the importance of meaningful relationships to heart and integrated it into his practice and how he works every day. Originally from South Africa, Hillel opens up about his journey to the U.S. for schooling, as well as how he eventually how he found his way into finance and discovered his passion for serving engineers and families.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/240