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Behind The Advisor

Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you’re starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.
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Jul 20, 2016

Stephen Alred is the founder of Ignite Financial, a financial planning firm that uses philosophies and tools borrowed from tech-savvy startups.

This week, Stephen shares his thoughts on the newest trends currently developing in the industry and poised to make a big impact. He also provides advice on how fellow advisors can best prepare for them.

Stephen also details his career path, including how he started his own financial consulting business in college and what he did to make sure that the business became successful.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/57