Ep #36: Serve NextGen Clients Inside Your Existing Firm
Behind The Advisor · Behind The Advisor
February 24, 201647m 49s
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Show Notes
Matt's experience is an awesome example of a firm within a firm concept that Kitces and I have alluded to in past episodes. If you are interested in building out a nexgen service model inside your existing firm but are unsure of where to start, then you need to listen in. This interview is full of actionable advice and one I am excited to finally bring you.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/36