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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
Apr 19, 2023

If you’re interested in learning about the advantages of growing your firm with like-minded advisors, the benefits of hiring a virtual assistant, and how none of it would be possible without a supportive spouse, this episode’s for you!

XYPN member Mike Troxell, CPA, founder of Modern Financial Planning knew he wanted to be a financial planner, but his career started off on the tech side of the business as an accountant. After being steeped in tax education for two and a half years, he made the move into financial planning and started working at an RIA. While he thought at that time he might want to start a firm one day, he loved that job and the people he was working with and thought he'd be there a long time. 

The stars unexpectedly aligned for him, however, and he decided to launch his own RIA. We talked about how he and his wife ultimately made that decision and made it work as they had just had their first child and had their second just 12 months after he launched. Modern Financial Planning works with clients with RSUs or stock options so many of his clients are in tech and we talked about how he helps clients navigate the financial decisions that come with that industry. 

While he thought he would stay solo, he ended up bringing on another advisor and is in the process of onboarding a virtual assistant. We discussed that decision and how he's been focused on growing his business. This is a really fun interview that I'm certain you'll enjoy.

- Alan

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/359

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