Having a flexible schedule is valuable, especially when you’re starting a family and want to spend more time at home. Alyssa Lum shares her journey from a financial projection team to learning her way around financial planning and eventually starting her own firm at home. She discusse …
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 du …
Todays' guest decided to start his own firm just six months after buying into a partnership to become the succession plan for a retirement-age advisor. Now the founder of Greater Than Financial, Wakefield Hare began his journey to starting his own firm after he learned about XYPN in 2 …
My guest today is a great example of how powerful it can be to nail down a niche. David Barson is the founder of Barson Financial Planning, and nearly two years after starting his firm, he has really started focusing on his ideal client profile: Genentech employees. Having started his …
Most people are very careful to keep politics out of their business so as not to offend or alienate potential clients. Zach Teutsch has found that his unapologetic political stance has actually helped his business. He discusses why he thinks his practice has grown due to his political …
The financial planning industry has mostly targeted the higher earners and often been less accessible to those who need financial planning and advising services the most. Michael Anderson joins us to talk about how he is working on providing options for these lower income clients. He …
Dealing with clients who are grieving or going through a great loss requires a great deal of courage, compassion and wisdom. Chris Dale is an advisor and planner who has gone through significant loss and channeled that into a practice of his own that caters specifically to people goin …
Today I’m excited to have siblings and XYPN members Courtney and Morgan Ranstrom on the show! Co-founders of Trailhead Planners, the two found an interesting niche working with clients who care about their environmental footprint and want to build carbon-neutral portfolios.
