Today we're talking about some topics that don't often get discussed in the financial planning space: how your mental health and business are related, and what happens when you struggle with them both. Dave Grant, now the head of Retirement Matters, shares his journey as a financial planner and entrepreneur, and opens up about his recent experience with depression.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/84
Rick Frisbie, the newly minted CEO of Robust Wealth, offers a thoughtful take on the state of technology in the financial services industry and what we can expect in the next 18 - 24 months. Robo-advisors, or automated wealth platforms, are here to stay. However, advisors will appreciate the suggestions Rick to best incorporate these tools in a way that drives growth.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/83
This week, J.D. Bruce - President of Abacus Wealth Partners - shares his experience of growing a firm from a solo practice to an established business with a professional management, a board of directors, and a governance structure. J.D., a CPA with management experience across a variety of industries, was hired at Abacus to help merge two solo firms into the successful operation that exists today.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/82
We closed 2016 out with 350 members; hitting our 20-year goal in just two years. Whoa! As accidental entrepreneurs who sought the freedom to build a lifestyle on their own terms, we discuss the pros and cons of pursuing an aggressive growth strategy in business.
In this episode, we reflect on how we were able to meet this challenge and the tools that made delegating much simpler.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/81