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The Resilient Advisor

This podcast is dedicated to helping financial advisors build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
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Now displaying: September, 2019
Sep 13, 2019
This week I attended the XY Planning Network's annual conference in St. Louis called XYPNLive and I think that I have seen the future of financial advice.
 
Mentioned in this episode:
 
Dr Sarah Fallow of DataPoints
Eric Roberge of Beyond Your Hammock Robert Sofia from Snappy Kraken
Bill Winterberg of FP Pad
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