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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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Nov 29, 2023

Many of our recent guests have discussed how things are 2,3, 4 years after starting. But what about when you’re in the thick of it? Our guest today, Nycole Freer, founder of Eden Financial is only 8 months into her solo RIA journey and tells us what it’s like! 

After navigating the corporate landscape, including a role at JPMorgan Chase, Nycole faced a pivotal choice – stay within the constraints of corporate structures or embark on her own entrepreneurial path. Motivated by her dream to write a children's book, provide more dynamic support for clients, and stretch her wings, Nycole launched her RIA in 2022.

Eight months into this journey, Nycole candidly shares the hurdles and unexpected twists she's encountered. From marketing strategies, to finding help through coaches, to what’s working in client acquisition, Nycole's story offers a real-time account of building a thriving practice from the ground up.

Whether you're an aspiring business owner, a new entrepreneur navigating challenges, or an established owner reflecting on your progress, Nycole's story is a great touchstone for so many of us. Be sure to tune in and join us as we see another new advisor building towards their very own best life.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/375   

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