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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
May 1, 2019

Today XYPN member Sue Peck, founder of Evolution Financial, recounts the compelling story of how she discovered she was ready to start her own business after nearly 12 years of working for an investment management firm. She discusses the struggles of starting off on your own, where she has seen the most luck in finding clients, and more.

You’ll learn what Sue envisions for her business and why she wants to remain by herself, exclusively working with a manageable number of clients. It’s important to remember what you are doing will pay off eventually, and Sue’s unique story will remind you of that and keep you inspired along your own journey to building the business of your dreams.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/202

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