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  • Writer's pictureJay Coulter, CFP®, CIMA®
    • Sep 12, 2019
    • 1 min read

A 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:


Dr Sarah Fallaw of DataPoints

Eric Roberge of Beyond Your Hammock Robert Sofia from Snappy Kraken

Bill Winterberg of FP Pad

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