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Resilient Advisor

Resilient Advisor is a podcast for Financial Advisors, dedicated to helping listeners build resilience in their business and personal life through stories, strategies and frameworks. Jay Coulter interviews industry leaders to find the best practices of today's top performers. More information can be found at www.resilientadvisor.com. Follow Jay Coulter on Social Media: YouTube: https://www.youtube.com/c/sjaycoulter Twitter: https://twitter.com/sjaycoulter Facebook: https://www.facebook.com/sjaycoulter LinkedIn: https://www.linkedin.com/in/sjaycoulter Instagram: https://www.instagram.com/sjaycoulter TikTok: https://www.tiktok.com/sjaycoulter
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A Look At The Future Of Financial Advice: The XY Planning Network 0
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:
 
XY Planning Network
Michael Kitces
Dr Sarah Fallow of DataPoints
Eric Roberge of Beyond Your Hammock Robert Sofia from Snappy Kraken
Bill Winterberg of FP Pad
Holistiplan
Altruist
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