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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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Dec 28, 2016

Inga Chira is the President and Founder of Attainable Wealth, a fee-only RIA based in Los Angeles. She specializes in financial planning services for college professors and teachers. Inga has an awesome story and a very cool career path. 

During her first year, she has started working with 23 new clients while maintaining her full-time position as an Assistant Professor of Finance. On this episode, we discuss her time management strategies and a simple, yet effective technique to connect with her ideal client.  

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/80