We’re excited to have XYPN member Ben Wacek, founder of Guide Financial Planning, and his firm’s Operations Manager, Amy Artiga, on the show today. We discuss the EOS model, client surges, and what their future plans are for themselves and their business.
If you want to learn about what it’s like to go from a stay-at-home mom, to helping run a financial planning firm targeting your ideal clients, then this show is for you.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/293
Behind The Advisor