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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
Nov 4, 2020

We’re excited to have XYPN member Justin Brownlee, owner of the Houston-based fee-only firm Brownlee Wealth Management, on the show. Justin started his own firm last year after spending nearly a decade in the insurance and brokerage world. 

Today, he’s building the premier firm serving oil and gas retirees and has experienced impressive growth by focusing exclusively on this niche. Justin explains how creating targeted content that speaks directly to the needs and pain points of his ideal clients works wonders for traction. He also breaks down his decision to bring on an equity partner much earlier than expected, and how that decision helped nearly double his revenue. Throughout the episode, Justin opens up about what it was like to start his firm, how a cancer diagnosis changed his life, and how he thinks the industry is more prime for advisors to enter than ever before. As a former minister, Justin brings a unique intentionality and a clear passion for serving others to his business.

If you’re wondering what it really takes to build an intentional and niched firm, this episode is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/280     

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