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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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May 13, 2020

We’re thrilled to share the story of XYPN member, Chuck Donalies, on the show today. Chuck is the owner of Donalies Financial Planning, a fee-only firm in Washington DC. Chuck started his career in the biotech space, but while pursuing his MBA, he was drawn to financial planning. Shortly after graduating, Chuck changed careers by taking a position at a fee-only RIA—what he describes as the perfect entry point into this space.

In today's episode, Chuck details his six-year journey developing the skills and tools needed to run an RIA while pursuing his CFP designation. As a self-described introvert, Chuck has leaned into a community of like-minded financial advisors with the belief that the more willing you are to put yourself out there, the more you'll get back in return.

 

Through his journey, Chuck felt the itch to go out on his own—to serve clients he wanted, on his terms—which led to his decision to open up his own RIA. Launching a firm provided Chuck the flexibility to focus on his priorities—spending time with family and staying mentally and physically healthy—and to ramp up his firm now that his kids are getting older.

Whether you're an introvert wondering if you can create a path in financial planning or a career changer looking to make the switch, this episode has something for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/255   

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