We’re excited to have XYPN member Kenneth Klabunde, founder of Precedent Asset Management, a fee-only firm in Indianapolis, IN, on the show today. Having previously been on #XYPNRadio nearly four years ago, when his firm was only three years old, Kenneth talks about his experience - specifically in today’s environment - how his company has been able to maintain strong revenue numbers through the recent market volatility, and finally how he and his team have been able to take on and serve new clients during this time.
During this episode, you’ll hear Kenneth highlight the similarities he's seeing in terms of client responses to COVID as he saw during the market downturns of 2001 and 2008 and his rigid communication strategy, which he credits as the reason he and his team haven't received a single panicked phone call or email. Learn as we talk about the future of our industry and the importance of leaning on others both in and out of this industry for inspiration and new ideas.
If you're interested in how to run a hyper-efficient team while giving your clients an unprecedented level of comfort, you won't want to miss this episode.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/254