Ep #22: BONUS EPISODE – Alan and Kitces Unhinged (Mailbag Style!)

Today, we tackle your burning questions on the topics ranging from compliance and regulations of bringing in an investor or advisor to monthly retainers and how to sell to younger clients. You don’t want to miss this episode; we just may be answering the question that you’ve been dying to get an answer to.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/22