Jay Coulter, CFP®, CIMA®Oct 30, 20191 min readA Look At The Future Of Financial Advice: The XY Planning Network 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 NetworkMichael KitcesDr Sarah Fallaw of DataPointsEric Roberge of Beyond Your Hammock Robert Sofia from Snappy Kraken Bill Winterberg of FP Pad Holistiplan Altruist
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 NetworkMichael KitcesDr Sarah Fallaw of DataPointsEric Roberge of Beyond Your Hammock Robert Sofia from Snappy Kraken Bill Winterberg of FP Pad Holistiplan Altruist
