Maddy Roche

Maddy Roche, an executive business coach at XYPN and former director of operations, shares her expertise on attracting the right clients in the financial advisory world. The discussion delves into intentional prospecting and refining client profiles to enhance fulfillment. Maddy emphasizes the importance of setting clear boundaries and managing expectations to create meaningful connections. She also highlights strategies for effective prospect calls and the significance of a strong brand in building a desired client pipeline. Tune in for actionable insights!