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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
May 17, 2023

In this fun conversation with XYPN member Brian O'Neill, CFP®, founder of Winged Wealth Management and Financial Planning, we hear how niching not only what you know, but who you know can radically grow your business—even in the first year!  Brian spent the first 20 years of his career as an Air Force pilot, during which time he developed a passion for personal finance. After considering what to do after retirement from the military, he decided to launch a firm dedicated to working with fighter pilots like himself.

Brian launched his firm in January 2021 and came out of the starting gates hot, working with 30 clients in his first year, 23 of which were retainer clients. He's grown quickly and shared that he'll gross over $200,000 in 2023, just his third year in business.  He shared his marketing secret sauces that helped him grow quickly as well as build upon the equity of trust his fellow fighter pilots feel towards each other. 

Finally, we talked about his view of the future of the business and how that's changed from a plan to stay solo to a desire to grow, not only to serve more clients in need of his services but also his family—in the form of a succession plan for his business. Every entrepreneur has to make a similar decision, and I think you’ll find his thoughts on the subject illuminating if you’re near that junction in your journey.

 -Alan

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/361

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