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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
Aug 1, 2018

My guest today has seen his firm through some of the most explosive growth we’ve seen on the podcast. Kyle Moore is the founder of the fee-only financial planning firm Quarry Hill Advisors, and his path into and through the industry is as surprising as it is inspiring.

In this episode, Kyle shares how he went from traveling the country as a professional golfer to working as a financial advisor at a firm that saw its partners split up just nine months after he joined. Listen in to hear how he got through his rocky start in the industry with a young child at home, why at one point he accepted a $25,000 salary, and what ultimately made him decide to leave what he calls “the best associate planner position in the country” to start his own firm.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/163