Rebecca Connor took the leap and started her own financial planning firm. Her early success is something she credits to having a specific niche from the start and implementing processes that nurtured growth. She discusses the risks she took on, her unique niche in tech and the various experiments she made to figure out the right path for her firm.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/171
Most people are very careful to keep politics out of their business in order to not offend or alienate potential clients. Zach Teutsch has found that his unapologetic political stance has actually helped his business. He discusses why he thinks his practice has grown due to his political views and why he decided to choose the controversial niche that he did.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/170
Entrepreneurs view risk differently and Martin Lundgren is the perfect example of this. We’ll chat about his career journey into financial consulting and eventually his own successful business. He talks about the unique challenges and risks involved as an immigrant and shares many tips on what to do (and not to do) when it comes to starting your own firm.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/169
Today I’m excited to have XYPN member Deb Meyer on the show. The founder of both WorthyNest and SV CPA Services, Deb started her career on the tax side of the business before eventually finding her way into financial planning. After working for a large family office firm, she realized that her passion wasn’t in working with super wealthy families and decided to switch gears.
Deb launched WorthyNest two years ago, and her focus is now on working with Christian parents who share her values. She continues to run her tax practice in addition to the RIA, and managed to do so while living in Spain for three months with her husband and three young sons. In this episode, she shares how she balanced her work and family time throughout her entrepreneurial journey, why she felt compelled to launch her RIA, and advice for listeners who are considering starting a business of their own.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/168