Your cohosts address questions from the XYPN community on whether spamming potential clients is a reasonable marketing technique, why selling insurance doesn't vibe with the fee-only structure, when and why advisors should register an RIA, and more.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/63

The path to success requires entrepreneurs to weather many storms, and Andrew's story and his advice for other financial professionals considering launching their own RIAs make for a must-listen-to podcast. He dives into the realities -- both good and bad -- about self-employment and owning your own business.

In addition, you'll learn how Andrew pushed passed the reluctance to narrowly define a target audience and how that's generated opportunities that he would have otherwise missed.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/62

What if taking over a firm through a succession plan was just the beginning,  not the end,  of the story?

When Hannah Moore entered into a succession plan in her early 20s, she wasn’t just buying a financial planning firm; she was stepping into a future she planned to rebuild from the ground up.

Today, Hannah owns Guiding Wealth Management, a thriving RIA she reimagined after purchasing the business from a retiring advisor. In this episode of Behind the Advisor, she shares how she navigated the transition from broker-dealer to RIA, revamped the brand to reflect her vision, and made bold decisions, like reducing her client roster from 300 to just 18, without losing revenue.

We talk about the power of knowing your value in negotiations, filtering out unhelpful advice, and standing firm in a male-dominated industry. Hannah’s story is a masterclass in taking over and taking control.

If you’re eyeing a succession path or wondering how to reshape an inherited firm to reflect your voice, this conversation is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/61

Garrett launched Be Awesome Not Broke, a financial coaching firm that helps clients identify their goals while establishing a firm financial foundation based on building cash flow and debt management skills.

Garrett's business model is one that financial planners will find intriguing. There's tremendous potential to improve the client pool of those seeking comprehensive financial planning services from efforts like Be Awesome Not Broke.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/60

If you're having a difficult time valuing your time or lining the services you provide up with an appropriate pricing structure, tune into this episode. And make sure you take plenty of notes on this great information that will surely help you build a profitable practice that serves your ideal clients at the highest level.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/59