Today we have the honor of speaking with Chris Dale and Julie Quick, two XYPN members and RIA owners who make a tremendous impact in their clients’ lives as they focus on the complex niche of people in transition, specifically those dealing with grief.
If you’re interested in supporting and guiding clients through transition, this episode is for you.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/304
Behind The Advisor