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Behind The Advisor

Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you’re starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.
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Now displaying: Page 1
May 9, 2018

Kyle Mast joins us on the show to talk about his career journey that started in a family business through a succession plan and ended up with him owning his own RIA. He discusses the details of his business and the strategies he has used to build it successfully. Kyle talks about how he has hit a place he’s happy with and ready to pull back and spend more time with family.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/151