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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
Nov 2, 2016

Linden Cornett is working on an encore career by starting a financial planning firm, Seagrass Financial. At 40, she's pursuing a new entrepreneurial venture in an entirely new industry. And she can make it happen thanks to the years of dedication it took her to reach financial independence.

his is an extremely interesting example of how to create a successful foundation for a profitable endeavor.  Creating an RIA without financial planning experience is never easy, but Linden's story shows it is possible to pursue an encore career while helping others achieve financial success.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/72

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