Ep #36: Serve NextGen Clients Inside Your Existing Firm

Matt’s experience is an awesome example of a firm within a firm concept that Kitces and I have alluded to in past episodes. If you are interested in building out a nexgen service model inside your existing firm but are unsure of where to start, then you need to listen in. This interview is full of actionable advice and one I am excited to finally bring you.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/36