Today, Julie Ford joins the show to share how she started her successful financial planning career and how XY Planning Network helped her along the way. Specializing in serving city-dwelling couples, Julie prioritizes empowering her clients with the tools they need to create order in their financial world and reduce stress around money.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/197
My guest today is XYPN member Lauryn Williams, founder of Worth Winning and the only American to have medaled in both the summer and winter Olympics. She joins the show to share her experience starting a financial planning firm as her athletic career came to a close and the major challenges she faced along the way.
Listen in to hear Lauryn open up about what it was like transitioning into the financial planning industry, as well as what made her want to join the field in the first place. You'll learn why she decided to start her own advisory business after working at a couple of other firms, how she's targeting three different niches, and how she has managed to keep going after plenty of setbacks along her road to success.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/196
Today's episode is going to be a bit different. Dan Moisand has been in business for almost 20 years, so our conversation will focus on how he runs his firm and does so with a remarkably low turnover. Dan has worked in most environments, including commissioned insurance, broker-dealer, independent broker-dealer, fee-only RIA and more, and he's here to cover a wide range of important information that will be helpful for any planner.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/195
If you're interested in what’s going on in the world of student loans and want to find the best ways to help your clients who have them, then this episode is for you. Two of the leading student loans experts, Heather Jarvis and Jantz Hoffman, join the show today to discuss the latest news and tips regarding student loans and how to best serve clients within this niche.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/194