Today we have XYPN Member and South Bay Financial Partners founder Tara Unverzagt on the show! Inspired by her mother—who was one of financial planning’s early pioneers—Tara knew from an early age that she wanted to be a financial planner. She joins us in this episode to share her experience growing up in the field, the valuable lessons she learned from having an advisor as a parent, and how she put her own twist on financial planning to do things differently.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/210
After working for his previous firm for 19 years and then being unexpectedly fired, Mark Wilson was forced to reset his life. Now the owner and only employee of Making It Look Easy (MILE) Wealth Management, Mark joins the show today to discuss what pushed him to start his own firm and how he is focusing on the successes ahead.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/209
After coming on the show two years ago to talk about her first year in business, Meg Bartelt has agreed to come back to share her journey and progress since then. In this episode, Meg gives a raw and authentic look at the life of an entrepreneur and opens up about how she handles the many different stressors that come along with that. You'll hear about her process, methods, mistakes, and triumphs over her first three years in business.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/208
After attending Colorado State University on a football scholarship, Jason Speciner graduated with a degree in business administration in 2004 and has been a practicing registered financial advisor ever since. Today he joins the show to discuss how his firm has implemented a comprehensive services model, which he says is helping to shift the value conversation to the planning side while charging the client a simple and transparent fee.
Listen in to learn what Jason is doing to lay the foundation for growth and hear about his experience with finding, hiring, and managing his first employee. You'll discover what it took to find the right person to help grow his firm, get his hiring tips based on what he learned, and see how his persistence has paid off.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/207