Ep #182: Leveraging a Soccer Coaching Network to Build a Practice - The Career of Evan Loomis
December 12, 2018
Although he didn’t expect to become a financial advisor, Evan Loomis is now a successful owner of a firm that has gained 22 clients in just one year. How did he get there? In this episode, we’ll hear about his start in collections, as well as how he excelled in his financial career due to his work ethic and ability to ask the right questions and listen.
Evan discusses how he strives to improve people's lives through his unique philosophy that unites his passion for soccer and finances, and opens up about the issues he had working at different levels of the financial sector that pushed him to move to a smaller firm before eventually starting his own. He also shares why he still coaches on the side, how he leverages his soccer network and what his plans are for the future of his firm.
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:
- Evan’s background in the financial sector.
- How he learned valuable skills from working in collections.
- The importance of learning to ask the right questions and listen.
- Why he started coaching soccer and why he still does it.
- How he uses soccer to teach life and how he applies that to finances, as well.
- Why he ended up moving to a smaller fee-only firm.
- How he built his business through developing great relationships and leveraging his soccer network.
- Why he decided to start his own firm.
- How he and his wife worked out a balance between work and kids.
- His current fee structure and how it evolves.
- How he got 22 clients in just one year.
- What he has planned for the future of his firm and coaching.
Featured on the Show:
- Evan Loomis: Website | Instagram | Facebook | LinkedIn
- Bank of America
- Merrill Lynch
- Rich Dad, Poor Dad by Robert Kiyosaki
- XYPN Live Radio
This Episode is Sponsored By:
You’re invited to attend THE event of the year…and, even better, you’re invited to get your pass at the best possible price. The can’t-miss annual #XYPNLIVE conference returns to St. Louis in September 2019 with valuable content for new firm launchers and established firm owners alike.
Take a couple days to work ON your business instead of IN your business, and connect with like-minded advisors leading the real financial planning movement. Visit xyplanningnetwork.com/xypnliveradio to get a deal on your pass through the end of the month. But hurry! The price goes up on the first of the year!
Share
- Advisors (122)
- Fee-only Financial Planning (120)
- Finance (115)
- Gen Y (114)
- Millennials (114)
- Gen X (113)
- Advice (111)
- Financial Planners (105)
- Financial Planning Firm (94)
- XYPN Radio (91)
- Training (87)
- NextGen Clients (86)
- Professionals (86)
- Profit (86)
- Entrepreneurship (70)
- Financial Advisors (70)
- Niche Marketing (70)
- Financial Planning (67)
- Niche (45)
- RIA (44)
- Business Growth (41)
- Business Model (37)
- Growth (34)
- Building a Firm (31)
- Financial Planner (31)
- Starting a Firm (25)
- Family (23)
- Career Changers (22)
- Financial Plan (20)
- Growing Your Firm (20)
- Marketing (18)
- Financial Planning Fees (17)
- Careers (16)
- CFP Certification (14)
- Growing Business (14)
- Alan Moore (12)
- Communication (12)
- Financial Freedom (12)
- Financial Success (12)
- Partnership (12)
- Work Ethic (12)
- Compliance (11)
- Michael Kitces (11)
- Family Business (9)
- Networking (9)
- Transitions (9)
- Assets Under Management (AUM) (8)
- Launching a firm (8)
- Perseverance (8)
- Advisor Success (7)
- Broker-Dealers (7)
- Practice Management (7)
- RIA Owner (7)
- Tax Preparation (7)
- Work Life Balance (7)
- Business Strategy (6)
- Business Vision (6)
- Client Service Model (6)
- Community (6)
- Confidence (6)
- Fee-only advisor (6)
- Financial Life Planning (6)
- Follow-up (6)
- Hourly (6)
- Inclusion (6)
- Marketing Strategy (6)
- New Business (6)
- Relationships (6)
- Student Loan Debt (6)
- Tax Planning (6)
- Benchmarking Study (5)
- Certified Public Accountant (CPA) (5)
- Client Management (5)
- Client Relationships (5)
- Coaching (5)
- Comprehensive Financial Planning (5)
- Discrimination (5)
- Diversity (5)
- Female Financial Planners (5)
- Financial Independence (5)
- Investment Management (5)
- Leverage (5)
- Lifestyle practice (5)
- Mentorship (5)
- Mergers (5)
- Passions (5)
- Podcasting (5)
- Remote (5)
- Technology (5)
- Women (5)
- Attainable Wealth (4)
- Business Owner (4)
- Challenges (4)
- Client Experience (4)
- Current Events (4)
- Finances (4)
- Financial Therapy (4)
- Firm Ownership (4)
- Getting Clients (4)
- Hiring (4)
- Impostor Syndrome (4)
- Inspiration (4)
- Military Finance (4)
- Online Marketing (4)
- Pricing Models (4)
- Retirement (4)
- Scaling Up (4)
- Setting Goals (4)
- Side Hustle (4)
- Support System (4)
- Taxes (4)
- Teamwork (4)
- Time Management (4)
- Virtual (4)
- Working Mom (4)
- Advertising (3)
- Advice-Only Planning (3)
- Business Foundation (3)
- Business Plan (3)
- Businesswoman (3)
- College Planning (3)
- Company (3)
- Coworking (3)
- Data (3)
- Divorce (3)
- Education (3)
- Entrepreneurial Operating System (EOS) (3)
- Evolving (3)
- Experience Wealth (3)
- Facebook Groups (3)
- Faith-Based Finance (3)
- Financial Advice (3)
- Financial Education (3)
- Financial Planning for Women (3)
- Finding Success (3)
- Fintech (3)
- First Year (3)
- Grief (3)
- Intention (3)
- Lessons (3)
- Management (3)
- Mastermind Group (3)
- Minorities (3)
- Operations Manager (3)
- Perspective (3)
- Philosophy (3)
- Recession (3)
- Reflection (3)
- Regulators (3)
- Running a Firm (3)
- Small Business (3)
- Spouse (3)
- Strategy (3)
- Succession Plans (3)
- Virtual Advisor (3)
- Wealth (3)
- AJ Ayers (2)
- Acquisition (2)
- Acting (2)
- Adventures (2)
- Advisor Posts (2)
- Authenticity (2)
- Blog (2)
- Bluestem Financial Advisors (2)
- Branding (2)
- Cady North (2)
- Carolyn Dalle-Molle (2)
- Certified Divorce Financial Analyst (CDFA) (2)
- Changes (2)
- Charity (2)
- Check in (2)
- Chris Dale (2)
- Christine Amill Centeno (2)
- Content Marketing (2)
- Conversations (2)
- Creatives (2)
- Crisis (2)
- Custody Rule (2)
- David Rae (2)
- Diana Bacon (2)
- Dual-Entrepreneurs (2)
- Emily Purdon (2)
- Empathy (2)
- Eric Roberge (2)
- Ethical Advisor (2)
- Fee-Based Financial Planning (2)
- Fiduciary (2)
- Financial Coaching (2)
- Financial Planning Advice (2)
- Firm Within a Firm (2)
- First Six Months (2)
- Foundation for Financial Planning (2)
- Fulfillment (2)
- Growing Income (2)
- Healing (2)
- Homeschool Families (2)
- Hui-chin Chen (2)
- Immigrants (2)
- Impact Folio (2)
- Integrating Faith-Based Principles (2)
- International financial planning (2)
- Joe Messinger (2)
- Kathleen Boyd (2)
- Kenneth Klabunde (2)
- Kevin Mahoney (2)
- LGBTQIA+ (2)
- Learning (2)
- Leighann Miko (2)
- Life planning (2)
- Linden Cornett (2)
- Listening (2)
- Luis Rosa (2)
- Maddy Roche (2)
- Market Downturn (2)
- Marketing Funnel (2)
- Marriage (2)
- Meg Bartelt (2)
- Mental Health (2)
- Merging Practices (2)
- Miguel Gomez (2)
- Mindset Shift (2)
- Modern Money Advisor (2)
- Monthly Retainer Model (2)
- Morgen Rochard (2)
- Moving Forward (2)
- NextGen (2)
- Non-traditional (2)
- Outsourcing (2)
- Pandemic (2)
- Part Time (2)
- Pavlov Financial Planning (2)
- Physicians (2)
- Planning (2)
- Politics (2)
- Pricing (2)
- Processes (2)
- Public Relations (PR) (2)
- Purpose (2)
- RIA Compliance (2)
- RIA Consultant (2)
- RIA Registration (2)
- Real Estate (2)
- Referrals (2)
- Regulations (2)
- Ryan Frailich (2)
- Scott Bell (2)
- Security (2)
- Selling Insurance (2)
- Shane Mason (2)
- Sharon Weaver (2)
- Simplicity Wealth Management (2)
- Social Media (2)
- Socially Responsible Investing (SRI) (2)
- Solo Advisor (2)
- Solutions (2)
- Supporting Clients (2)
- Survey (2)
- Systems (2)
- Team Building (2)
- Tech Professionals (2)
- Therapy (2)
- University (2)
- Update (2)
- Visionary and Integrator Roles (2)
- Wealth Management (2)
- smart ria pricing (2)
- 2050 Trailblazers (1)
- AIM Higher Act (1)
- Aaron Agte (1)
- Abby Morton (1)
- Abel Soares (1)
- Abundant Advisors (1)
- Accessibility (1)
- Adam Cmejla (1)
- Adrienne Ross (1)
- Advisor Facing Tax (1)
- African American (1)
- Agreements (1)
- Air Force (1)
- Alex Yeager (1)
- Alexandra Baig (1)
- Allen Mueller (1)
- Alyssa Lum (1)
- Amy Irvine (1)
- Andie Clark (1)
- Andrew Gray (1)
- Andy Panko (1)
- Angela Moore (1)
- Angie Furubotten-Larosee (1)
- Antowoine Winters (1)
- Arielle Minicozzi (1)
- Arlene Moss (1)
- Ashlee deSteiger (1)
- Ashley Murphy (1)
- Au Pair (1)
- Author (1)
- Automation (1)
- BB Webb (1)
- Balance (1)
- Barson Financial Planning (1)
- Becky Meats (1)
- Becky Partridge-Eason (1)
- Behavior (1)
- Ben Martinek (1)
- Best Financial Life (1)
- Betty Wang (1)
- Bonnie Arnold (1)
- Brad Sherman (1)
- Breanna Reish (1)
- Brian O’Neill (1)
- Brian Thompson (1)
- Britton Gregory (1)
- Brooklyn Brock (1)
- Brownsboro (1)
- Business (1)
- Business Development (1)
- Business With Friends (1)
- Buy Out (1)
- CBS (1)
- Cameo Roberson (1)
- Candice Carlton (1)
- Capstone Wealth Partners (1)
- Care (1)
- Carl Richards (1)
- Cash Flow (1)
- Cash Flow Planning (1)
- Cathy Morgan (1)
- Catie Hogan (1)
- Chad Holmes (1)
- Chao Zhang (1)
- Chessie Advisors (1)
- Chief Compliance Officer (COO) (1)
- Chip Munn (1)
- Choices (1)
- Chris Jackson (1)
- Chuck Donalies (1)
- Cindu Thomas-George (1)
- Clarity Wealth Development (1)
- Clients (1)
- Cliff Downie (1)
- Cody Garrett (1)
- Common Cents Financial Literacy (1)
- Company Culture (1)
- Compassion (1)
- Connection (1)
- Consulting (1)
- Consumer Protection (1)
- Continuing Education (1)
- Corporate Banking (1)
- Corporate Finance (1)
- Couples (1)
- Courtney Ranstrom (1)
- Craig Joncas (1)
- Credibility (1)
- Cristina Livadary (1)
- Cryptocurrency (1)
- Custodians (1)
- Cynthia Meyer (1)
- Dan Keslin (1)
- Dan Moisand (1)
- Dan Slagle (1)
- Dana Menard (1)
- Daniel Hannoush (1)
- Daniel Yerger (1)
- Danielle Harrison (1)
- Danika Waddell (1)
- Dave Ramsey (1)
- Dave Rowan (1)
- Dave Zaegel (1)
- David Barson (1)
- David Shotwell (1)
- Deb Meyer (1)
- Debbie Gallant (1)
- Defining Roles and Responsibilities (1)
- Delegating Tasks (1)
- Denise Downey (1)
- Depression (1)
- Differentiation (1)
- Dillon Cobb (1)
- Dimensional Fund Advisors (DFA) (1)
- Disability Accounts (1)
- Disasters (1)
- Dream Firm (1)
- ESG Investing (1)
- Eagle Grove Advisors (1)
- Early Retirement (1)
- Economics (1)
- Ed Coambs (1)
- Educators (1)
- Effectiveness (1)
- Elaine King (1)
- Elements (1)
- Email Marketing (1)
- Emlen Miles-Mattingly (1)
- Engineer (1)
- Equally-Owned Firm (1)
- Equitable (1)
- Equity (1)
- Equity Compensation (1)
- Eric Gabor (1)
- Eric Thomas (1)
- Erica Blake (1)
- Erik Klumpp (1)
- Everest Financial Advisors (1)
- Everlong Financial (1)
- Exchange-Traded Funds (ETF) (1)
- FINRA (1)
- FSG (1)
- FiComm Partners (1)
- Fields Financial Services (1)
- FinTech Winner (1)
- Finance for Parents (1)
- Financial Design Studio (1)
- Financial Independence, Retire Early (FIRE) (1)
- Financial Life Management (1)
- Financial Planner Podcast (1)
- Financial Planning Platform (1)
- Financial Planning for Dual-Citizens (1)
- Financial Projection (1)
- Financial Services (1)
- Finding Your Why (1)
- Formula Wealth (1)
- Frank Austin (1)
- Gabe Anderson (1)
- Genentech (1)
- George Kinder (1)
- Global Vantage Wealth Management (1)
- Globally Mobile (1)
- Goals (1)
- Grant Bledsoe (1)
- Greater Than Financial (1)
- Guiding Wealth Management (1)
- Health Care (1)
- Heather Jarvis (1)
- Heather Townsend (1)
- Hedge Fund (1)
- Helen Ngo (1)
- Hillel Katzeff (1)
- Hispanic (1)
- Holistic (1)
- Homeless (1)
- Honesty (1)
- How to be a Financial Advisor (1)
- Humor (1)
- Hyland Financial (1)
- IRA (1)
- Ian Bloom (1)
- Ideal Clients (1)
- Impact (1)
- Impact Acceleration (1)
- Impact Investing (1)
- Income Tax (1)
- Independent Financial Advisor (1)
- Independent RIA (1)
- Industry Trends (1)
- Inga Chira (1)
- Inspired Vision Accounting (1)
- Insurance (1)
- Integrity (1)
- Internal Revenue Service (1)
- Interns (1)
- Introverts (1)
- Investing (1)
- Investment Planner (1)
- Investor (1)
- Jake Northrup (1)
- James Hindes (1)
- Jan Schalkwijk (1)
- Janna Jacobs (1)
- Jantz Hoffman (1)
- Jason Speciner (1)
- Jeff Clark (1)
- Jennipher Lommen (1)
- Jeremy Walter (1)
- Jessica Goedtel (1)
- Jim Bradley (1)
- Jirayr Kembikian (1)
- Joanne Burke (1)
- Jocelyn Wright (1)
- Joe Morgan (1)
- John Chesbrough (1)
- John Mason (1)
- John Underhill (1)
- Julia Lorenz-Olson (1)
- Julie Ford (1)
- Julie Quick (1)
- Justin Brownlee (1)
- Kate Welker (1)
- Kay Dee Cole (1)
- Kaysi Gordon Financial Planning (1)
- Kaysian Gordon (1)
- Kelly Klingaman (1)
- Kelly Luethje (1)
- Kelly Moorman (1)
- Kendra Rehm-Dehn (1)
- Kerrie Beene (1)
- Kingston Hollman (1)
- Knowledge gap (1)
- Kori Lennon (1)
- Kyle Mast (1)
- Kyle Moore (1)
- Lamar Watson (1)
- Large firm (1)
- Lauryn Williams (1)
- Lawsuits (1)
- Legacy Care Wealth (1)
- Leo Marte (1)
- Leslie Ransom (1)
- Letters (1)
- Levi Sanchez (1)
- Listener survey (1)
- Liz Weinstein (1)
- Loan forgiveness (1)
- Lora Woodward (1)
- Lorri DeFoor (1)
- Lucy Robeson (1)
- MY Wealth Planners (1)
- Maggie Beach (1)
- Malcolm Thomas (1)
- Mana Financial (1)
- Mandatory Payroll Withholding (1)
- Maranantha Financial (1)
- Mark Wilson (1)
- Market Volatility (1)
- Marketing Your Firm (1)
- Marlon Wesh (1)
- Martha Williams (1)
- Martin Lundgren (1)
- Matthew Ricks (1)
- Measure Twice Financial (1)
- Megan Carpenter (1)
- Megan Donnelly (1)
- Mellen Money Management (1)
- Michael Anderson (1)
- Michael Rahn (1)
- Michael Reynolds (1)
- Michelle Gass (1)
- Michelle Smalenberger (1)
- Mike Bronson (1)
- Mike Troxell (1)
- Mission (1)
- Mistakes (1)
- Modern Financial Planning (1)
- Moisand Fitzgerald Tamayo (1)
- Molly Laughter (1)
- Money Management (1)
- Money Quotient (1)
- Morgan Ranstrom (1)
- Motherhood (1)
- Motivation (1)
- Nancy Hetrick (1)
- Natalie Slagle (1)
- Natalie Taylor (1)
- Native American (1)
- Neil Mahoney (1)
- New Planner Recruiting (1)
- NexJenn Financial Services (1)
- Next Generation Financial Planning (1)
- North Financial Advisors (1)
- Nycole Freer (1)
- One and Done Financial (1)
- Operations (1)
- Opportunities (1)
- PFS (1)
- Panoramic Finance Advice (1)
- Paradigm Advisors (1)
- Patrick Clark (1)
- Paul Allen (1)
- Payment Model (1)
- Peace of Mind Waypoints (1)
- Pearl Michalson (1)
- Penobscot Financial Advisors (1)
- Philip Olson (1)
- Physician Wealth Services (1)
- Pierre-Emmanuel Jouve (1)
- Pivot (1)
- Portfolio Management (1)
- Pro Bono (1)
- Progress Report (1)
- Progressives (1)
- Quarry Hill Advisors (1)
- Quinn Arnold (1)
- RIA Audit (1)
- ROI (1)
- Rachael Burns (1)
- Racism (1)
- Raquel Hinman (1)
- Real Estate Investing (1)
- Real Estate Wealth Planning (1)
- Real Financial Planning (1)
- Realtors (1)
- Rebecca Connor (1)
- Redwood Money (1)
- Reese Harper (1)
- Reg BI (1)
- Registered Life Planner (RLP) (1)
- Restricted growth (1)
- Retirees (1)
- Rianka Dorsainvil (1)
- Risk (1)
- Risk Management (1)
- River Nice (1)
- Rob Brown (1)
- Rob Colon (1)
- Robo Advisors (1)
- Roger Pine (1)
- Rooted Planning Group (1)
- Rowan Financial (1)
- Ryan Bayonnet (1)
- Ryan Cole (1)
- Ryan Galiotto (1)
- Ryan Grieser (1)
- Ryan Inman (1)
- Ryan Mohr (1)
- SEC (1)
- SV CPA Services (1)
- Sales (1)
- Sammons Wealth Management (1)
- Sara Stanich (1)
- Sarah Ponder (1)
- Scholarship (1)
- Scott Alan Turner (1)
- Scott Arnold (1)
- Scott Gill (1)
- Scott Haley (1)
- Scott Snider (1)
- Scott Weiss (1)
- Sean Gillespie (1)
- Search Engine Optimization (SEO) (1)
- Selling a Firm (1)
- Service Members (1)
- Shannon Moenkaus (1)
- Shawn Tydlaska (1)
- Shehara Wooten (1)
- Shelby Brown (1)
- Sherman Wealth Management (1)
- Shotwell Rutter Baer (1)
- Sidney Divine (1)
- Smarter Divorce Solutions (1)
- Special Needs (1)
- Sphynx Automator (1)
- Spreadsheets (1)
- Start Ups (1)
- Stefanie Pickard (1)
- Stephanie Bucko (1)
- Stephanie Sammons (1)
- Steve Crawford (1)
- Steven Fox (1)
- Stigma (1)
- Stress & Anxiety (1)
- Study Group (1)
- Sue Peck (1)
- Suing (1)
- Sustain Financial Inc. (1)
- Sustainable Financial Planning (1)
- TAMP (1)
- Tara Unverzagt (1)
- Target Audience (1)
- Target Market (1)
- Task Management (1)
- Tax (1)
- Tax Firm (1)
- Taylor Deardorff (1)
- Team Communication (1)
- Tenon Financial (1)
- Terria Heng (1)
- Terry Bradford-Crane (1)
- The Market (1)
- The Table Financial Planning (1)
- Theory (1)
- Therapist (1)
- Therese Nicklas (1)
- Todd Pouliot (1)
- Todd Sensing (1)
- Tom Lo (1)
- Tommy Blackburn (1)
- Trader (1)
- Trailhead Planners (1)
- Transparency (1)
- Travis Johnson (1)
- Tremaine Wills (1)
- Trent Porter (1)
- Trishul Patel (1)
- Trusts (1)
- Tyler Landes (1)
- Underserved Community (1)
- Unexpected Challenges (1)
- Video Production (1)
- Vince Hockett (1)
- Virtual Assistant (1)
- Virtual Meetings & Events (1)
- Virtual Paraplanner (1)
- Wakefield Hare (1)
- Wealth of Confidence (1)
- Wes Shannon (1)
- Wesh Financial (1)
- Wildflower Financial (1)
- Williams Wealth Services (1)
- Willow Planning Group (1)
- Winged Wealth Management and Financial Planning (1)
- Wired Advisors (1)
- Wisdom (1)
- Workplace Issues (1)
- Worth Winning (1)
- WorthyNest (1)
- XY Bean Counters (XYBC) (1)
- XYPN Invest (1)
- XYPN LIVE (1)
- XYPN Membership (1)
- XYPN News (1)
- Xavier Maldonado (1)
- Young Professionals (1)
- Your Greatest Contribution (1)
- Zach Teutsch (1)
- business scaling (1)
- eden financial (1)
- firm growth (1)
- grow revenue (1)
- market research (1)
- ultra-high net worth clients (1)
- women of faith (1)
Get episode alerts by email
You May Also Like
These Related Episodes

Leveling-Up

Ep #271: Leveraging Previous Relationships to Build a Firm During a Pandemic with Luis Rosa
