It's always fun to catch up with longtime members of XYPN because we've witnessed eachothers' struggles and triumphs alike. Today's guest, Jason Mirabella, has been with us from nearly the beginning. Jason started his first RIA just before the 2008 financial downturn, and had to return to other financial jobs before embarking on his next entrepreneurial venture.
Jason talks about his new firm Henfruit and his emphasis on helping clients practice wealth-building behaviors. We walk through the process of prepping and launching his second RIA, what he learned from his first attempt, and why he always keeps scale in mind when he makes business decisions.
You can find show notes and more information by clicking here: www.xyplanningnetwork.com/95