BB Webb

Sales Coach at XY Planning Network - Bozeman, MT, US

BB Webb's Colleagues at XY Planning Network
Ryan Watin

Chief People Officer

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Kirsten Storm

Onboarding Specialist

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Katrina Ivancic

Tax Manager

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Blake Mattfeldt

Tax Specialist

Contact Blake Mattfeldt

Chelsey Patera

Tax Specialist

Contact Chelsey Patera

Shelby Brown

Compliance Consultant

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Jerrylene John

Senior Member Success Manager

Contact Jerrylene John

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BB Webb's Contact Details
Email (Verified)
***@xyplanningnetwork.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Bozeman, Montana, United States
Company
XY Planning Network
BB Webb's Company Details
XY Planning Network logo, XY Planning Network contact details

XY Planning Network

Bozeman, MT, US • 100 - 249 Employees
Financial Services

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients.Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that supports and encourages financial advisors who want to forge a new path in the industry. We offer comprehensive resources to help you run better and more successful business.Our mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients.Whether you're an established advisor already working with Gen X and Gen Y clients, or you're looking to start your own firm, XY Planning Network is here to help.

Fee Only Financial Planning Business Coaching B2C Financial Services Financial Advisory Services Membership Organizations Business Services fintech
Details about XY Planning Network
Frequently Asked Questions about BB Webb
BB Webb currently works for XY Planning Network.
BB Webb's role at XY Planning Network is Sales Coach.
BB Webb's email address is ***@xyplanningnetwork.com. To view BB Webb's full email address, please signup to ConnectPlex.
BB Webb works in the Financial Services industry.
BB Webb's colleagues at XY Planning Network are Ryan Watin, Kirsten Storm, Katrina Ivancic, Blake Mattfeldt, Chelsey Patera, Shelby Brown, Jerrylene John and others.
BB Webb's phone number is N/A
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