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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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Feb 5, 2020

Erik Klumpp is the owner of Chessie Advisors, a fee-only firm in Rochester Hills, Michigan. After gaining invaluable experience at four different firms straight out of college, Erik built his practice from the ground up in 2014. Today he joins the show to talk about what pushed him to start his own firm and the sacrifices he had to make to be a stay-at-home dad while growing his business.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/241   

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