THE XYIS XTRA | VIDEO LIBRARY
Video Library
- XYIS Xtra // Michael Kitces' Questions to Ask a TAMP (XYIS Answers Them ALL)
- XYIS Xtra | Talking Clients Off a Ledge (before they get there)
- XYIS Xtra | The Checklist for Integrating Investment Management
- XYIS Xtra | How and When to Communicate During Uncomfortable Times
- XYIS Xtra | How to Deal with Cash + Other Short-Term Investments
- XYIS Xtra | Flat Fee for Service + Investment Management