When you have questions that you just can’t seem to get answer for, it can be incredibly frustrating. Knowing who to ask, but not knowing who to trust, can keep us from getting the answers we need to move forward with our plans. That’s why I now offer consulting services:
If you are looking one-on-one assistance with a major project, then this is the service for you. General areas I can help with:
- Starting your firm
- Bringing next-generation service model to your existing firm
- Technology consulting
- Marketing to Gen X/Y clients
E-mail me at Alan@XYPlanningNetwork.com regarding your needs and we will put together a custom consulting package that works for you. I have a team of advisor experts that assist with larger consulting packages, so you will have access to a wealth of knowledge and expertise.