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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 22, 2018

Today I'm excited to have XYPN Member Eric Gabor on the show! Eric has spent his entire career as a financial advisor, but he realized early on that he wanted to work with a different client base than the one most firms serve. After making the decision to leave a high-paying job to follow that desire, he ultimately launched his own firm, Eagle Grove Advisors, in 2016.

In this episode, he shares the struggles he went through in his first year as an entrepreneur, dealing with very little interest from prospects and limited revenue. Now averaging one prospect meeting per week, Eric has built a successful firm that allowed him to spend 5 months out of the country over the last two years. Listen in to hear how he did it, as well as his advice for other financial planners hoping to start their own businesses one day.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/166

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