On-Demand Event

How to Pivot to a Virtual Practice TODAY

XYPN members Meg Bartelt—owner and founder of Flow Financial Planning—and Katie Brewer—owner and founder of Your Richest Life—share their expert advice on how to successfully pivot your practice to a virtual one in light of the coronavirus pandemic. If you have questions about how to effectively run a virtual practice, this recording is a great way to get answers.

Meg and Katie have been operating their financial planning firms nearly 100% virtually from the very beginning, with great success. They share their best virtual advisor tips and help you navigate the changes you need to make NOW to make your firm work virtually. Your office might look a little different right now but that doesn't mean you can't continue serving your clients—and finding new ones—especially when they need you the most.



Meg Bartelt, CFP® Headshot

Meg Bartelt, CFP®

Flow Financial Planning
Katie Brewer, CFP® Headshot

Katie Brewer, CFP®

Your Richest Life

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