We’re excited to have John Mason and Tommy Blackburn on the show today. John and Tommy are partners at Mason & Associates, a fee-only firm out of Newport News, Virginia. Tommy and John are friends, first and foremost, but also business partners, both working at a firm that John’s uncle and father started together in the early 80s.
If you’re interested in what it’s like to transition an existing firm into the fee-only space and to do it with a dear friend, then this show is for you.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/296
We’re honored to have XYPN Director of Brand Communications, Kelly Moorman, on the show today to talk about all things brand. Kelly is a trained chemist, but married her experience with large data sets and analytical writing with her passion for storytelling to carve out a career in marketing. Today, she shares some of her best advice as a professional marketer and brand builder.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/295
We’re excited to have XYPN member Anna N’Jie Konte, the founder of the fee-only firm Dare to Dream Financial Planning out of Kensington, MD, on the show today. Anna started her firm in August of 2019 and now serves 27 clients, most of whom are business-owning women of color—clients who are just like Anna.
If you’re interested in what it would be like to build a business as a mom and as a woman of color, this show is for you.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/294
We’re excited to have XYPN member Ben Wacek, founder of Guide Financial Planning, and his firm’s Operations Manager, Amy Artiga, on the show today. We discuss the EOS model, client surges, and what their future plans are for themselves and their business.
If you want to learn about what it’s like to go from a stay-at-home mom, to helping run a financial planning firm targeting your ideal clients, then this show is for you.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/293