At XY Planning Network, we have a lot of resources that help financial advisors start and run virtual firms (like our free ebook, The Virtual Advisor). Forgoing the traditional, physical office space not only reduces a lot of overhead, but it also provides you with more flexibility an …
The word "sales" can make most financial advisors cringe away -- especially if you're a fee-only planner who constantly fights the perception that your job revolves around product sales!
If you're like most financial planners, you've likely thought about the practical benefits of writing books -- or maybe you've at least dreamed about it. Either way, something holds you back from taking the leap even when you know it could help your RIA marketing to get published.
This week, I'm excited to feature Katie Brewer. Katie is one of the founding members of the XY Planning Network and the founder of Your Richest Life, a financial planning firm based in Dallas.
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Some advisors build practices, and others build platforms. Jeff Rose has done both, and in this episode, we unpack exactly how.
