XYPN Radio / Integrity

January 29, 2020

Creating a Tool to Facilitate Meaningful Money Conversations Among Family Members

Ep #240: Creating a Tool to Facilitate Meaningful Money Conversations Among Family Members: The 30-Year Career of Hillel Katzeff

Relationships, trust, and follow-through with clients are all incredibly important in the financial advising field. XYPN member Hillel Katzeff joins us on this episode to share how he has truly taken the importance of meaningful relationships to heart and integrated it into his practi …

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