Xypn Radio

In this episode of XYPN Radio, we’re joined by XYPN member Maggie Klokkenga, the founder of Make A Money MindShift. Maggie's journey is a testament to the transformative power of financial coaching. Starting her career as a CPA, she eventually transitioned to a large firm in St. Louis, where she worked on various teams.   Maggie noticed a disconnect between her passion for helping clients lay their financial foundations and the higher net-worth clients she was serving. In 2021, she took the leap to start her own firm, focusing on providing financial coaching services. Maggie shares insights into her client engagement process, which involves 8 to 10 one-hour-long meetings over several weeks, and the positive outcomes she's witnessed. What you’ll learn from this episode Maggie worked in public accounting (CPA) for 15 years Wanting to support clients in a broader way than she had been as a CPA, she decided to join an investment advisory firm as an advisor. Seeing a split in how fees were being charged to