In this episode, you'll get to hear what it's like being the owner of a large RIA firm. Chip Munn of Signature Wealth Strategies joins us to share his journey and transition from teaching to building a fast-growing firm with multiple locations and thousands of clients. He has a lot of great insight when it comes to building a strong structure, developing a solid team, and having a powerful acquisition strategy.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/189
Jeremy Walter had a unique experience breaking into the financial advising world. In this episode, he shares his uncommon career path, including his transition from working at a firm he enjoyed to starting his own firm—and how he cordially navigated the change with his boss. He also gives some great insight into how to grow steadily from the start and the importance of adjusting your vision along the way.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/188
The lack of financial literacy is astounding, even for those who have college educations. Angela Moore lived through the frustration of not easily being able to find a good advisor, but once she found one that helped her change her life, she decided she wanted to do that too. She joins the show today to share her story of shifting careers and growing in the financial advising field to pursue her passion.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/187
Having a flexible schedule is valuable, especially when you’re starting a family and want to spend more time at home. Alyssa Lum shares her journey going from a financial projection team to learning her way around financial planning and eventually starting her own firm at home. She discusses the ups and downs of the experience and lets us in on what she learned throughout the process.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/186
Making the shift from serving in the Marines to navigating the financial services world is not the easiest transition, but Steven Fox managed it and ended up owning his own successful firm. In this episode, he shares how he initially learned about the financial planning field and decided it was what he really wanted to do, as well as the steps he took to build his career.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/185