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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
Jan 25, 2023

Whether you live in a single or dual-entrepreneurial household, have children you’re balancing in that equation, or are just looking for effective tips to convert prospects into clients, this episode is for you!

In this fun and informative conversation with XYPN member Sarah Ponder, CFP®, MBA, founder of Real Estate Wealth Planning, Sarah joked that she's 37 and on her fifth and hopefully final career.

She started out in the Enterprise Car Rental Management Training program, then ended up in a financial literacy software startup before getting her MBA. She was then recruited to Dimensional Fund Advisors, or DFA, where she moved up into a regional director role, during which time she got her CFP®.

She always knew she would launch her own firm one day and decided that the fall of 2020 right in the middle of COVID was the right time. We talked about her decision to become an entrepreneur as she had two kids under four and another on the way, and she had historically been the breadwinner for her family as her husband is a realtor. She said she drank the niche Kool-Aid from this podcast, and after doing a round of interviews with real estate professionals, she decided to specialize in working with realtors.

We talked about her fee structure, successful marketing programs, her new course for realtors, and also how her family has leveraged an Au Pair to be able to support them with childcare so they can build their respective businesses.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/353

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