Episode No. 278 | October 21, 2020
Motherhood and Firm Ownership: How To Master Both
An Interview with Morgen Rochard
We’re excited to have XYPN member Morgen Rochard, owner of Origin Wealth Advisors, a fee-only firm out of Austin, TX, on the show today. Morgen joined us on episode 178 to share her journey transitioning from a trader to a firm owner. Today, Morgen joins the show to share what she’s b …
- Financial Planning (197)
- Advisors (172)
- Financial Education (138)
- Fee-only advisor (136)
- Financial Planners (135)
- Millennials (116)
- NextGen (115)
- Advice (113)
- Marketing (93)
- Training (87)
- Professionals (86)
- Profit (85)
- Financial Advisors (83)
- Growing Your Firm (80)
- Entrepreneurship (77)
- Business Development (54)
- Niche (53)
- Advisor Success (46)
- RIA (44)
- Building Your Firm (42)
- Growth (34)
- Career Changers (31)
- Networking & Community (30)
- Starting a Firm (28)
- Staffing & HR (27)
- Family (23)
- Launching a firm (23)
- Social Responsibility (22)
- Compliance (21)
- Financial Plan (21)
- Careers (16)
- CFP Certification (14)
- Online Marketing (14)
- Taxes (14)
- First Year (13)
- Michael Kitces (12)
- New Business (12)
- Partnership (12)
- Scaling (12)
- Communication (11)
- Preparing to Launch (11)
- Tech Stack (10)
- Women (10)
- Family Business (9)
- Assets Under Management (AUM) (8)
- Ethical Advisor (8)
- Perseverance (8)
- Broker-Dealers (7)
- Financial Therapy (7)
- Industry Trends & Insights (7)
- Preparing to Launch (7)
- RIA Owner (7)
- Work Life Balance (7)
- Benchmarking Study (6)
- Business Coach (6)
- Hourly (6)
- Leadership & Vision (6)
- RIA Operations (6)
- Small Business Owner (6)
- Student Loan Debt (6)
- College Planning (5)
- Discrimination (5)
- Female Financial Planners (5)
- Financial Independence (5)
- Investment Management (5)
- Leverage (5)
- Mergers (5)
- Passions (5)
- Technology (5)
- Business Owner (4)
- Challenges (4)
- Finances (4)
- Firm Ownership (4)
- Inspiration (4)
- Military Finance (4)
- Pricing Models (4)
- Retirement (4)
- Sales (4)
- Side Hustle (4)
- Support System (4)
- Virtual (4)
- Working Mom (4)
- Advice-Only Planning (3)
- Company (3)
- Data (3)
- Divorce (3)
- Evolving (3)
- Experience Wealth (3)
- Financial Management & Investment (3)
- Finding Success (3)
- Grief (3)
- Investing (3)
- Lessons (3)
- Management (3)
- Minorities (3)
- Monthly Retainer Model (3)
- Operations Manager (3)
- Philosophy (3)
- Recession (3)
- Reflection (3)
- Small Business (3)
- Spouse (3)
- Strategy (3)
- Succession Plans (3)
- Time Management (3)
- Virtual Advisor (3)
- Wealth (3)
- Authenticity (2)
- Building Your Firm (2)
- Certified Divorce Financial Analyst (CDFA) (2)
- Changes (2)
- Charitable Donations (2)
- Check in (2)
- Conversations (2)
- Equity Compensation (2)
- Fiduciary (2)
- Firm Within a Firm (2)
- Healing (2)
- Homeschool Families (2)
- Impact Folio (2)
- Maddy Roche (2)
- Marriage (2)
- Meg Bartelt (2)
- Mental Health (2)
- Mindset Shift (2)
- Modern Money Advisor (2)
- Morgen Rochard (2)
- Outsourcing (2)
- Pandemic (2)
- Planning (2)
- Pricing (2)
- Processes (2)
- Public Relations (PR) (2)
- RIA Consultant (2)
- RIA Operations (2)
- Real Estate (2)
- Security (2)
- Selling Insurance (2)
- Solutions (2)
- Survey (2)
- Tech Professionals (2)
- Visionary and Integrator Roles (2)
- Automation (1)
- Behavior (1)
- Business (1)
- Care (1)
- Clarity Wealth Development (1)
- Client Acquisition (1)
- Consulting (1)
- Consumer Protection (1)
- Corporate Banking (1)
- Couples (1)
- Cryptocurrency (1)
- Delegating Tasks (1)
- Differentiation (1)
- Disability Accounts (1)
- Early Retirement (1)
- Economics (1)
- Educators (1)
- Effectiveness (1)
- Elements (1)
- Equally-Owned Firm (1)
- Events (1)
- Exchange-Traded Funds (ETF) (1)
- Finance for Parents (1)
- Financial Independence, Retire Early (FIRE) (1)
- Goals (1)
- Health Care (1)
- Heather Townsend (1)
- Hedge Fund (1)
- How to be a Financial Advisor (1)
- IRA (1)
- Impact (1)
- Impact Acceleration (1)
- Implementing (1)
- Independent Financial Advisor (1)
- Independent RIA (1)
- Insurance (1)
- Internal Revenue Service (1)
- Investment Planner (1)
- Investor (1)
- Kori Lennon (1)
- Listener survey (1)
- Loan forgiveness (1)
- Money Quotient (1)
- Motherhood (1)
- Motivation (1)
- Native American (1)
- Opportunities (1)
- Pro Bono (1)
- Progress Report (1)
- Progressives (1)
- Realtors (1)
- Reese Harper (1)
- Reg BI (1)
- Registered Life Planner (RLP) (1)
- Restricted growth (1)
- Retirees (1)
- Robo Advisors (1)
- Selling a Firm (1)
- Stigma (1)
- TAMP (1)
- Trader (1)
- Transparency (1)
- Trusts (1)
- XYPN Books (1)
- XYPN Invest (1)