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

Published: Dec. 13, 2023, 10 a.m.

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