Ep #329: What the First Six Months of Running a Firm are Really Like: With Stefanie Pickard & Chao Zhang

Today we’re talking with advisors at a different stage of their business development than those we normally feature⁠: two XYPN members who are in their first six months of launching their firm. Chao Zhang and Stefanie Pickard⁠ are in the midst of figuring things out as their firms get off the ground.

This podcast is fun—and brutally honest. Despite both Chao and Stefanie having a 10-year financial runaway as they started their firms, the conversation is transparent around imposter syndrome and how they wished they had done things differently. We talk about how many hours they really spend working on their firms, and what has slowed them down. Both Stefanie and Chao approach their firms with different perspectives and have different goals for themselves, but they share so many commonalities about how they feel about launching their firms and what it’s done for them personally.

If you’re interested in what the first six months are really like, this episode is for you.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/329