This week’s post is a short update to let you know that I am attending XYPN Live 2019. This is a conference for those of us who are XY Planning Network members. We take time off from working in our business to work on our business.
The XY Planning Network provides consumers access to fee-only advisers who are dedicated to working in your best interest regardless of assets or age. Click XY Planning so you can learn more about the network and the type of work members do.
This financial conference is not your father’s financial conference. You won’t find a sea of older advisers clad in the stereotypical blue blazers, tassel shoes, and Oxford shirts. Here it’s a much younger, hip, diverse, and generally t-shirt and shorts wearing group of advisers. Three years ago, there were just over 500 advisers. This year we have exceeded 1,000 and have members in Australia, Canada, and new this year visitors from Italy deciding if they want to join.
I love this conference because we are forging bonds and sharing our expertise. By sharing we grow, and by growing we are able to provide financial planning services to a much wider segment of society. No longer do you need to have a minimum portfolio size to access quality financial planning services.
Reach out and let me know when you would like to get started on your financial planning. As an independent Certified Financial Planner™, I can help you with your goals. #talktometuesday #getstarted #HowIcanHelpYou #GetHelp #Hireaplanner #CFPPro #savemoney #goals