January 29, 2020
Ep #240: Creating a Tool to Facilitate Meaningful Money Conversations Among Family Members: The 30-Year Career of Hillel Katzeff
Relationships, trust, and follow-through with clients are all incredibly important in the financial advising field. XYPN member Hillel Katzeff joins us on this episode to share how he has truly taken the importance of meaningful relationships to heart and integrated it into his practi …
February 27, 2019
Ep #193: Transitioning Investment Centric Clients to Comprehensive Financial Planning - The Career of Ryan Galiotto
Ryan Galiotto’s interest in finance and investing began in a unique way. Today, he joins the show to share how he found his love for finance so early on and his journey into the corporate world. Ryan has some great information and tips on how to transition investment-centric clients t …
