Today's guest is a great example of why having a niche is so powerful. XYPN member Ryan Inman is the founder of Physician Wealth Services, a firm that specializes in working with, you guessed it, physicians. In fact, 100% of his clients are doctors!
Tim Baker’s career is a testament to the true power of having a niche focus for your business. After his time working in a hybrid firm, he decided to launch his own firm with a focus on working with pharmacists. He founded Script Financial in April of 2016, and his concentration on th …
The process of transitioning from working within a firm to transitioning into a more independent hybrid RIA model and finally to owning his own RIA has given Taylor Schulte some great insight and experience. He joins us on the show to talk about these transitions, the ups and downs an …
What does it take to start and grow a successful financial planning firm? Today’s guest is here to share how he managed to do just that and more. Patrick Brewer is the founder of SurePath Wealth Management, a fee-only financial planning firm based in Austin, Texas that grew from $0 to …
Amy Irvine, founder of Irvine Wealth Planning Strategies, is no stranger to hard work. Her finance career started out on a typical succession planning path, but after being told she couldn’t roll out a service model to serve younger clients she decided to split off and join another fi …
It's no secret the first year of running your own RIA is no walk in the park. But this week's guest and XYPN member Shawn Tydlaska has had some unique and impressive success in his first year as an independent advisor.
On today's episode we hear from André Novaes, founder and CEO of LifeFP. LifeFP is a monthly retainer firm in Brazil with about 3,000 clients, 45 advisors, and a grand vision. If André had his way, 95% (or more) of Brazil's population would have the opportunity to design their lives w …
