Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance
- Author
- Behind The Advisor
- Published
- Wed 13 Dec 2023
- Episode Link
- https://www.xyplanningnetwork.com/376
Maggie Klokkenga shares her insights into her client engagement process, which involves 8 to 10 one-hour-long meetings over several weeks, and the positive outcomes she's witnessed.
You can find show notes and more information by visiting this link:
