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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
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: https://www.xyplanningnetwork.com/181