Whether you live in a single or dual-entrepreneurial household, have children you’re balancing in that equation, or are just looking for effective tips to convert prospects into clients, this episode is for you!

In this fun and informative conversation with XYPN member Sarah Ponder, CFP®, MBA, founder of Real Estate Wealth Planning, Sarah joked that she's 37 and on her fifth and hopefully final career.

She started out in the Enterprise Car Rental Management Training program, then ended up in a financial literacy software startup before getting her MBA. She was then recruited to Dimensional Fund Advisors, or DFA, where she moved up into a regional director role, during which time she got her CFP®.

She always knew she would launch her own firm one day and decided that the fall of 2020 right in the middle of COVID was the right time. We talked about her decision to become an entrepreneur as she had two kids under four and another on the way, and she had historically been the breadwinner for her family as her husband is a realtor. She said she drank the niche Kool-Aid from this podcast, and after doing a round of interviews with real estate professionals, she decided to specialize in working with realtors.

We talked about her fee structure, successful marketing programs, her new course for realtors, and also how her family has leveraged an Au Pair to be able to support them with childcare so they can build their respective businesses.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/353

We’re excited to welcome back XYPN member Kay Dee Cole, CFP®, founder of Clarity Wealth Development, on the show today. Kay Dee was on the show back in 2017 and we wanted to bring her back on now, to give us an update on her firm and how things have progressed and changed. I have to say it was hard to find anything that was similar to the business she was running five years ago, aside from her being there and her niche.

Kay Dee shared the various transitions that have happened from splitting with a business partner, finding her integrator, which is something we talked a lot about, building up the team, selling a portion of the company to her employees, and ultimately setting herself on a path to spend more time on passion projects.

If you’re interested in being really intentional about building the business that makes sense for you and where you're at in life, this episode is for you!

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/352