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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
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

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