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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
Dec 5, 2018

Today I’m excited to have XYPN’s Chief Operating Officer, Raul Dominguez, on the show! After spending the first part of his career as a Navy helicopter pilot, Raul decided to transition to civilian life and ultimately joined our team back in 2015. He joins this episode to share what his day-to-day looks like as COO in order to give listeners some insight into what operations-focused team members do—and why they are so valuable.

We talk in depth about the concept of the visionary and integrator roles that we’ve been exploring lately on the podcast, and we discuss helpful tools for clarifying roles and responsibilities, goal setting, and developing staff. Whether you’re an entrepreneur thinking about hiring an operations manager or someone who wants to be on the operations side of things, this is an episode you don't want to miss.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/181

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