On-Demand Event

Finding Your First Clients

Starting your own firm comes with a lot of decisions, from how you will handle compliance issues to how to design your website. The list goes on and on. One of the most important questions we hear is, "How will I find my first clients?" XYPN members Scott Snider and Jane Yoo share advice in this recorded webinar. Join us to hear how they secured their first clients, and for tips and tricks on how to build a client base of your own. This call is ideal for anyone considering membership with XY Planning Network.



Scott Snider Headshot

Scott Snider

Jane Yoo Headshot

Jane Yoo

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