In this episode, Amy Irvine shares how she managed to acquire a total of 100 clients in under two years without leveraging her strong client relationships for more financial growth.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/119
Justin Castelli certainly knows how to think outside the box. The owner of RL Wealth Management and a member of the XYPN Advisory Board, he developed a unique model that allows him to serve two different niches in the financial planning space. This so-called “barbell model” allows him to work with two types of clients: older clients that have wealth and younger clients that don’t.
In today’s episode, Justin shares his experience starting his own firm and explains why asset minimums can result in turning away good clients. He has found a way to serve those who have accumulated substantial wealth, as well as those who are just starting to grow their net worth, and he shares his system with us today.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/118
Melissa Ellis joins us this episode to share her story and some of the lessons she learned along the way to where she is now. Despite putting off her dream due to being told financial planning wasn’t appropriate for women and that the timing wasn’t right, she finally went for it and never looked back. She shares the steps she took along the way and all the jobs and experiences that fed her knowledge and put her on the path to owning her own practice.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/117
Building a new business is always a lot of work. This didn’t deter Andrew Damcevski and Devon Klumb from starting their practice and quickly adjusting and putting it in the perfect position to succeed. By become part of a bigger firm, their business has been able to see a large amount of growth and they are able to reach the type of customers they are passionate about working with.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/116