THE XYIS XTRA | VIDEO LIBRARY
Video Library
- XYIS Xtra | 5 Steps to A Great Cost Conversation with Clients
- XYIS Xtra | When and When NOT to Personalize a Portfolio
- XYIS Xtra | All About the Models! A New Model, A Name Change, and a Model Change
- XYIS Xtra | The Top 4 (Non-investment) Factors When Constructing Portfolios
- XYIS Xtra | Michael Kitces' Questions to Ask a TAMP (XYIS Answers Them ALL)
- XYIS Xtra | Talking Clients Off a Ledge (before they get there)