During this one-hour special event, attendees had the opportunity to ask XYPN co-founders Alan Moore and Michael Kitces ANYTHING, no holds barred.
Have you ever wondered how many blue shirts does Michael owns? Or why XYPN considers the CFP® designation the gold standard?
Alan and Michael answer both those, plus: how financial coaching fits into the larger ecosystem, trends on subscription-based service in existing RIAs, advice for becoming a tax pro - or at least more knowledgable, and more!