We’re thrilled to have Lucy Robeson, the Managing Director of AdvicePay, a compliant payment processor for financial advisors, on the show today. Like many others on the show before her, Lucy took a meandering path to where she is today. She started her career as a retirement actuary, spent some time as a non-profit coordinator in Fiji, then moved into the RIA space and pursued her CFP® designation.
Now several years later, Lucy lives in Bozeman, MT, where she leads a 14-member team. Lucy discusses how she was able to successfully make those career pivots (hint: it involved a lot of hustle and leaning in) and how those pivots have brought her to where she is today—a place and position she really loves. She shares when she questioned her “why” and how she continued to imagine and work towards a better, more fitting position for herself. Lucy’s tips aren’t just limited to those in the financial services industry; they’re universal. Listen in as she shares how to carve out a place for yourself, how to hone your mental resilience, and how to manage a high-performing team. As someone who was always used to executing, Lucy also offers sage advice about how to transition from a doer to a manager of doers.
If you’re struggling to find a position that’s the right fit for you, then you won’t want to miss this episode.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/279
We’re excited to have XYPN member Morgen Rochard, owner of Origin Wealth Advisors, a fee-only firm out of Austin, TX, on the show today. Morgen joined us on episode 178 to share her journey transitioning from a trader to a firm owner.
Today, Morgen joins the show to share what she’s been up to over the past few years, specifically how she continues to run a high revenue business with just 25 clients, working 8-10 hours a week. Morgen discusses what it was like to delegate some of the major responsibilities to one of her teammates, why she limits the number of clients she takes, and how she has incorporated life planning into her firm for a more authentic relationship. Most importantly, she gives great advice to any working parent out there who dreams of one day starting a firm.
If you’re interested in what it’s like being a parent and business owner, then this show is for you.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/278
We’re excited to have Emily Purdon, Director of XY Tax Solutions (XYTS), and Sara Williams, Operations Specialist at XYTS, on the show today. We dive into what it’s like to roll outsourced tax prep under an RIA - specifically how to leverage experts to deliver great client experience, and how outsourcing can help you stay sane as you continue to scale your firm.
Today, Emily and Sara talk to listeners about compliance concerns related to offering outsourced tax prep, the pricing considerations when offering the service, and advice on how to generally ensure that you’re outsourcing at the right time. Be sure to explore the three new options for engaging with XYTS, because this year, XYTS is preparing to complete over 2000 tax returns, and they already have 700 secured.
If you’re interested in what it’s like to outsource tax preparation in your RIA, then this show is for you.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/277
We’re excited to have XYPN member Cady North, owner of North Financial Advisors, a fee-only firm in San Diego, California, on the show today. Cady joined us on #XYPNRadio nearly four years ago, during Episode 79, to share her journey transitioning from the corporate world into that of an entrepreneur.
Today, she talks about what she has been up to since then: establishing a great work-life balance, moving across the country, and most impressively and recently, writing a book. Writing a book was always one of Cady’s goals, but one she never made any progress towards achieving. With some soul searching and an author’s program at her alma mater, Cady was able to write the book of her dreams in just 8 months. Cady talks today about why she chose the topic she did (surprise, it’s not about financial planning!), the actual process she went through to write and publish it, and most importantly she shares some of her tips that she uses with her financial planning clients who want to achieve goals but haven’t yet been able to move towards them.
If you’re interested in what it’s like to actually go after your dream, whether it’s launching a firm or writing a book, or both, this show is for you.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/276