Get the app
public
ios_share
Resilient Advisor
chevron_right
A Look At The Future Of Financial Advice: The XY Planning Network
Sep 13, 2019
06:19
forum
Ask episode
play_arrow
Play
view_agenda
Chapters
auto_awesome
Transcript
info_circle
Episode notes
This week I attended the XY Planning Network's annual conference in St. Louis called
XYPNLive
and I think that I have seen the future of financial advice. Mentioned in this episode:
XY Planning Network
Michael Kitces
Dr Sarah Fallow of
DataPoints
Eric Roberge of
Beyond Your Hammock
Robert Sofia from
Snappy Kraken
Bill Winterberg of
FP Pad
Holistiplan
Altruist