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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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Mar 25, 2020

Trent Porter is the owner of Priority Financial Partners, a fee-only firm in Durango, CO. Trent began his career in this industry and, after graduating with a financial planning major, started his first RIA while still in his 20s. Trent provides an especially interesting perspective on the show today about having built not just one firm over the years, but two.

Join us as we talk about his investment in networking and how it paid off big time as he progressed through his career, as well as Trent’s sage advice around goal setting, being okay with goals not working out, and creating a firm that allows you to live your best life.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/248