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Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance

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Manage episode 389192344 series 92200
Content provided by Behind The Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Behind The Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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:

https://www.xyplanningnetwork.com/376

  continue reading

407 episodes

Artwork
iconShare
 
Manage episode 389192344 series 92200
Content provided by Behind The Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Behind The Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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:

https://www.xyplanningnetwork.com/376

  continue reading

407 episodes

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