Ep #144: Finding Success Working with Clients with Similar Values – The Career of Diana Bacon

March 21, 2018

Life gets messy; whether it’s a new tax law or a looming divorce settlement, the value of a financial planner who has expertise in these areas is immense. Diana Bacon joins us on the show to discuss her career from working with multiple firms to eventually moving to the fee-only model and starting her own firm. She considers the struggles and issues she faced and shares some valuable insight into how she did it and what she would have done differently.

Diana gets real with us about how difficult the transition was and what missteps she took as she fumbled through her new venture. She shares the issues she faced while growing a firm and a family at the same time. Diana also discusses the benefits of going out on her own and finding the right clients who she was actually passionate about helping, and able to help in a significant way.

Listen to the Full Interview:

Want more from XYPN Radio? Become a VIP to access our private community!

What You'll Learn from This Episode:

How Diana’s income tax background has helped her clients benefit from the tax laws.
The importance of the net worth statement and how it effects clients.
The specific hurdles faced by her female clients and how she is able to help them.
How she was trained in executive compensation.
What pulled her toward the fee-only model and away from a comfortable job.
Why she struggles with business development.
How she find a passion for property settlements and decided to get a CDFA designation.
Why it can be wise to limit your growth.

Featured on the Show:

Diana Bacon: LinkedIn | Email
Ernst & Young

This Episode Sponsored By:

Ruby Receptionists Logo.jpg

Support for today’s episode comes from Ruby Receptionists, the only live remote receptionist service dedicated to helping financial service professionals win more clients and build trust. From their studio in Portland, Oregon, Ruby's friendly, professional receptionists ensure exceptional client experiences by answering calls live in English or Spanish, transferring calls, taking messages, addressing common questions, collecting new client intake, making follow up call and more—just like an in-house receptionist, at a fraction of the cost. Let Ruby help you turn rings into relationships! For a special offer visit callruby.com/XYPN and use promocode XYPN Or call (844) 853-7829