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XYPN Radio

XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, Maddy Roche and guests deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in the field and case studies from financial planners like you, the discovery of how you can serve your own generation to help them achieve their financial goals starts today.
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Now displaying: Page 1
Aug 30, 2017

Anna Segunina knows the difference between a business and a practice - which she's proved with her fantastic work helping to develop Main Street Planning into what it is today. On this episode, Anna shares the story of her career, from how she got started in the business to how she became the owner of a highly successful planning practice. Anna shares many valuable takeaways from her experiences developing an hourly-based business with a focus on planning rather than asset management.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/115

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