Your RIA journey isn’t just an upwards climb from where you are to where you want to be. It can include things like a family, embracing other opportunities, and teaming up with a friend. In today’s episode, we reconnect with Natalie Taylor CFP®. Since we spoke to her 3 years ago, she has taken an unexpected path to a growth-filled, confident today.
In this conversation, we delve into Natalie's journey over the last two and a half, nearly three, years of running her own RIA. While she originally planned on going full-time in 2021, she found an awesome opportunity with a FinTech startup she wanted to support. All the while, growing her personal business, particularly her business partner.
Natalie's strategic approach to work-life balance, both for herself and her team, is a highlight of this episode. She openly shares the intricacies of compensation management for lead planners, emphasizing transparency in her business model. Additionally, we explore her dedication to maintaining a robust family life alongside her professional endeavors.
Natalie's insights extend to her RIA's future as well. With plans to hire another lead advisor in the upcoming year, she's positioning her firm for further growth and impact. We also delve into her utilization of new software like Trayecto.io, tailored to their niche, and how they maintain an impressive 85-90% close rate.
Tune in for a candid and insightful conversation as Natalie shares her journey of juggling entrepreneurship, fintech, family, and the exciting future that awaits her RIA. This is an episode we can all learn something from.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/371