When Bill Nelson realized that working on Capitol Hill wasn't for him, he joined Price Waterhouse Cooper and became an expert on compliance. But when he and his future wife decided to move so she could attend medical school, Bill considered opening his own firm.
In this interview, Bill shares why he took the safe route when he first moved rather than start his own RIA. He talks about what he learned working for a big broker dealer, why working in the industry was so helpful before starting his own business, and what his business looks like today as he finally niches down.
You can find show notes and more information by clicking here: www.xyplanningnetwork.com/106
Oftentimes we're so excited about financial planning around here that we can gloss over some of the tougher, less glamorous aspects of running your own business.
After a 12-year career in tech herself, today's guest, XYPN member Meg Bartelt decided to get a Masters in financial planning and switch careers entirely.
Meg shares candidly about the obstacles that she's confronted in her first year of business. The unique challenges of having an entirely virtual firm, learning to practice self care, and hiring a business coach are just a few of the topics Meg generously covers in this interview!
You can find show notes and more information by clicking here: www.xyplanningnetwork.com/105
We're super excited to be hosting today's guest, Mitch Anthony, because he's also going to be our keynote speaker at #XYPN17 this year! Mitch is a communication guru and longtime advisor of financial advisors - and he's got a great system for getting to the root of clients' needs.
In this interview, Mitch shares how he stumbled into the financial planning industry and how he applies storytelling principles to working with advisors and clients alike. He also details the importance of understanding a client's history, transitions, principles, and goals (though he prefers the term possibilities).
You can find show notes and more information by clicking here: www.xyplanningnetwork.com/104
It's no secret the first year of running your own RIA is no walk in the park. But this week's guest and XYPN member Shawn Tydlaska has had some unique and impressive success in his first year as an independent advisor.
Shawn talks about how his long and winding path through the financial services industry led him to practicing true financial planning. He walks through the obstacles he's overcome and many false starts he experienced before establishing his firm.
You can find show notes and more information by clicking here: www.xyplanningnetwork.com/103
You've undoubtedly heard about FMeX if you're a regular listener and lover of finding innovative ways to connect with your clients. We're lucky enough to have Ric McConkey, Managing Partner at FMeX, with us today to talk about how his service helps advisors provide clients with valuable, relevant content and improve your marketing.
Ric shares how the rapid rise of technology has forced advisors to adapt their practices, and how targeted content marketing is perfect for landing new clients, maintaining relationships with current ones, and building your overall brand.
You can find show notes and more information by clicking here: www.xyplanningnetwork.com/102