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XYPN Radio

XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, Maddy Roche and guests deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in the field and case studies from financial planners like you, the discovery of how you can serve your own generation to help them achieve their financial goals starts today.
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Now displaying: Page 1
Apr 25, 2018

My guest today is a great example of why having a niche is so powerful. XYPN member Ryan Inman is the founder of Physician Wealth Services, a firm that specializes in working with (you guessed it) physicians. In fact, one hundred percent of his clients are doctors.

Completely focused on his niche, Ryan provides tons of awesome content for physicians through his blog, podcast, different Facebook groups, and more—all of which continue to drive him leads. Two years into starting his firm, he’s over halfway to his way to his goal of reaching 70 clients. In this episode, Ryan shares his experience building his own firm, what he's done to make it such a success, and more.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/149 

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