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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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Mar 31, 2021

We’re incredibly excited to have Ashlee deSteiger and David Rae—two XYPN advisors and RIA owners—on the show today to talk about everything that comes along with working having your spouse as a coworker. Ashlee’s husband joined her firm, Gunder, after seeing the momentum and freedom she enjoyed while running the firm, while David hired his husband at his firm strategically to support not just his firm, but his lifestyle as well.

In this episode, you’ll hear Ashlee and David discuss the good, bad, and the ugly of working with your spouse—from how they take walks (alone) to tag-teaming duties. They also talk about the decision to hire a spouse generally and what it’s like to market your firm with your spouse and serve clients as a team. Ashlee shares what it was like growing her firm during COVID and with three small kids at home. David reminds us of how good things can be when we define our ideal life and work towards it each day while embracing the inevitable challenges.

Whether you’re starting your firm with your partner or just starting your firm, you won’t want to miss this episode.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/301  

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