Ryan Galiotto’s interest in finance and investing began in a unique way. Today, he joins the show to share how he found his love for finance so early on and his journey into the corporate world. Ryan has some great information and tips on how to transition investment-centric clients to full financial planning, as well as how he is transitioning into taking over the firm.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/193
When it comes to starting a firm, there’s so much to know about implementation and getting started. After experiencing this firsthand, Arielle Minicozzi found a way to help other advisors with their processes to give them the ability to serve more clients and run their business more successfully. In this episode, she sits down to chat about her career transition, passion for helping millennial home buyers, partnering up with another financial planner, and more.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/192
From a Kentucky monastery to paying off over $100,000 in debt by co-driving a truck with his wife, Ben Martinek has had an unusual journey to starting his own financial planning firm. In this episode, he shares how the unconventional nature of his career path, his passion for philosophy, and discovering Dave Ramsey got him started in the financial world.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/191
From tax planning to owning a growing RIA, Shannon Moenkhaus has had an interesting path to finding her place in financial planning. With her firm successfully reaching $360,000 in just 2 years, we can all learn a lot from Shannon's journey through partnerships, transitions, planning, and implementation. In this episode, we dig into how she built her career and the pivotal moments and important people that made all the difference.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/190