We’re excited to have XYPN member Britton Gregory, owner of Austin-based fee-only firm, Seaborn Financial, on the show today. Britton had a long career as an engineer before catching the personal finance bug and deciding to chase his encore career. Today, he stays connected to his career roots by serving engineers.
Britton describes the mental and emotional process he went through as he switched his careers, and explains how being a former engineer has been helpful in building a business that serves them so effectively. Britton spends time talking through his decisions about how he prices and delivers his services, and why and how he’s tailored both to the needs of his unique clients. He also talks about the KPIs he tracks, and how the rhythm of the Entrepreneurial Operating System has helped elevate and structure his year. Britton also provides his take on where he envisions the financial services industry heading in the years ahead.
If you’re interested in pursuing a career as an advisor but wonder if the leap is worth it, then this show is for you.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/281