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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 next generation 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
Jun 5, 2019

After attending Colorado State University on a football scholarship, Jason Speciner graduated with a degree in business administration in 2004 and has been a practicing registered financial advisor ever since. Today he joins the show to discuss how his firm has implemented a comprehensive services model, which he says is helping to shift the value conversation to the planning side while charging the client a simple and transparent fee.

Listen in to learn what Jason is doing to lay the foundation for growth and hear about his experience with finding, hiring, and managing his first employee. You'll discover what it took to find the right person to help grow his firm, get his hiring tips based on what he learned, and see how his persistence has paid off.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/207