Ep #23: The How and Why of Monthly Retainers with Alan & Kitces

Published: Nov. 25, 2015, 1 p.m.

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Whether you are already part of the XYPN Network or are looking to join, creating your model for monthly retainers can be a daunting task if you don\\u2019t understand the importance. Listen in as Kitces and I share how the monthly retainer model started and how to ensure your firm is set up to grow with your customers for years to come.

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You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/23

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