XYPN Radio - Episode 299

Media
Written By Matthew Ricks

I was recently on XYPN Radio where I chatted with Maddy Roche and three fellow financial planners about the disabled and special needs community. We talk about our respective businesses and how we work with the community. For the full transcript, click here. Give it a listen and be on the lookout for upcoming posts where I’ll be expanding on some of the topics.

You can find my portions of the episode at the below times:

  • How I developed an interest in planning for disabled and special needs individuals (00:09:22)

  • My view on the insurance industry and planning (00:16:09)

  • How I made my service model accessible (00:21:49)

  • What professionals are needed to form your team (00:30:21)

  • Marketing to the community (00:33:11)

  • Advice for the XYPN Radio listeners (00:41:42)

Matthew Ricks
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