Behind The Advisor Ep #409: From Zero to Traction: Launching a Lean, Fast-Moving Firm
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Jul 16, 2025 Ryan Johnson, founding partner of Hundred Financial Planning, shares his journey of launching a firm with no clients and limited experience. He explores the balancing act between parenthood and entrepreneurship, emphasizing that imperfections can still provide value to clients. Ryan highlights the importance of mentorship, genuine relationships, and effective client acquisition strategies. He also discusses navigating the regulatory landscape and the necessity of self-care while balancing business growth and family responsibilities.
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Career Shift to Financial Planning
- Ryan Johnson transitioned from marketing and hospitality to financial planning inspired by curiosity and family influence.
- His first nonprofit consulting in planned giving sparked his passion to help clients on a deeper financial level.
Trust Over Experience
- People hire advisors they trust, regardless of their experience level.
- Giving more people opportunities to know you creates trust and potential clients.
Early Clients from Personal Network
- Ryan gained early clients mainly through people who personally got to know him.
- His coworking office presence attracted about five clients simply through local curiosity and trust.
