We’re excited for today’s episode with Ashley Foster, a Latino advisor and owner of Nxt:Gen Financial, a fee-only firm out of Houston, TX. Ashley started his career in the captive insurance space, learning how to sell and acquire clients. As many of our guests have experienced, Ashley started to feel drawn to the fee-only space and serving the community he wanted to and had a discussion with his former employer about changing his career trajectory to being a business owner.

Three years into it, Ashley is serving over 30 clients, primarily veterinarians. He’s making six figures and is loving life more than he could imagine. Ashley has a lot of great advice to share with you today—from how to navigate the exit from a company to leaning into the painful moments of the experience as opportunities for growth. Ashley is candid today and shares with us some of his most fulfilling experiences as an advisor.

If you’re interested in how to navigate out of the insurance world and into the fee-only space, this episode is for you.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/321

Ep #321: Leaving Insurance to Build a Six-Figure Lifestyle Firm: An Interview with Ashley Foster