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Ep #75: Location Independent and Working with Expats – The Career of Hui-chin Chen

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This week, we’re excited to welcome Hui-chin Chen, a Certified Financial Planner and co-owner of Pavlov Financial Planning, a fee-only firm based in Washington D.C. This Taiwanese native received an undergraduate degree in business before relocating to the United States to pursue her master’s degree at Carnegie Mellon.

Specializing in financial planning for digital nomads, Hui-chin has created a location independent practice that caters to expats with assets in both Taiwan and the United States. As a digital nomad herself, she’s been able to build her practice while relocating between various countries with her husband – a professional in the Foreign Service.

Hui-chin’s experience will shed new light on a world of possibilities for financial planners with a sense of adventure. She lays out the benefits and challenges of operating as an advisor in a global environment. After learning about Hui-chin’s location independent lifestyle, you may never look at financial planning the same way again.

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Listen to the Full Interview:

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What You’ll Learn from This Episode:

  • Why the FPA residency program is a great start for advisors with no financial planning background.
  • Alternative to hiring advisors as employees during a firm’s start-up phase.
  • How financial planning lends itself to a location independent lifestyle.
  • The challenges of being a generalist with a focus on international clients.
  • What advisors should do when encountering clients who don’t completely fit a niche.
  • How blogging helps to refine her financial planning skills and attract clients.

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Ep #74: Monthly Retainers Down Under – An Interview with Adele Martin from Australia

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Adele Martin may just be one of the most famous guests ever interviewed on the XYPN Radio podcast. Not only is this Australian planner disrupting the industry down under with her fee-only firm, Experience Wealth, but she’s also a recent recipient of the prestigious Independent Financial Advisor Excellence Award based on the innovative strategies she’s using to expand her firm’s reach while keeping costs low.

After spending a number years in a partnership that focused mainly on early-stage retirees, she made an about face and opened a firm to focus on millennials and Gen Xers.

Adele provides an international perspective on the evolution of fee-only planning. Australian financial planners have transitioned to a business climate that is heavily regulated by the government. She shares a fascinating glimpse into the business environment as we discuss the impact of the new laws on firms and their customers.

Adele has a thriving practice and is passionate about educating the masses. She was ahead of the curve with her fee-only planning firm and now Australia is pushing planners to follow her lead. We can learn a lot about serving clients and running a successful firm service from our counterpart on the other side of the globe.

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Listen to the Full Interview:

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What You’ll Learn from This Episode:

  • The evolution of the financial planning educational standards in Australia.
  • The transparency requirements on the financial planning industry in Australia that have been in place since 2008.
  • Various ways planners can work with younger clients and provide guidance in addition to long-term planning.
  • The similarity in the wage gap between genders between Australia and the U.S.
  • The monthly license fees to operate a financial planning firm in Australia.
  • The marketing and operational strategies she uses to attract 1-2 clients a week.

Featured on the Show:

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