Alexandra Baig's guest appearances

Alexandra Baig

XYPN Radio

Jeff Rose

Michael Kitces

Bonnie Arnold

Anna Sergunina

Natalie Taylor

Eric Thomas

Michael Reynolds

Rob Brown

Mary Beth Storjohann

Farnoosh Torabi

Daniel Crosby

Dan Andrews

Cynthia Meyer

Michael Anderson

John McCarthy

OwlTail

Neil Mahoney

Matthew Ricks

We’re thrilled to have four incredible XYPN members on the show with us today: Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks. Each advisor has built a practice that either focuses entirely on or incorporates special needs planning—a unique niche that brings its own challenges, and of course, rewards.  From soft skills like trust and sensitivity to having deep technical expertise, specific requirements are needed to serve the special needs community. Alex, Neil, Todd, and Matthew share their individual approaches to working within this niche. Some adjust their payment structures and service models to serve their clients better, while others have developed particular marketing techniques that resonate with this community. They also touch on the importance of staying up to date on the ever-evolving nuances within the special needs space and how you should be ready to speak the language of your clients, meeting them where they are. If you’re interested in working with the special needs community, or just hearing what it’s all about, then this show is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/299     

We’re thrilled to have four incredible XYPN members on the show with us today: Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks. Each advisor has built a practice that either focuses entirely on or incorporates special needs planning—a unique niche that brings its own challenges, and of course, rewards.  From soft skills like trust and sensitivity to having deep technical expertise, specific requirements are needed to serve the special needs community. Alex, Neil, Todd, and Matthew share their individual approaches to working within this niche. Some adjust their payment structures and service models to serve their clients better, while others have developed particular marketing techniques that resonate with this community. They also touch on the importance of staying up to date on the ever-evolving nuances within the special needs space and how you should be ready to speak the language of your clients, meeting them where they are. If you’re interested in working with the special needs community, or just hearing what it’s all about, then this show is for you. You can find show notes and more information by clicking here: <a href="http://www.xyplanningnetwork.com/299" rel="nofollow" target="_blank">http://www.xyplanningnetwork.com/299</a>

Ep #299: Considerations for Special Needs Planning: A Discussion With Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks