Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility

We are excited to have XYPN members Sean Gillespie and Paul Allen - founders of the fee-only firm Redeployment Wealth Strategies, located in Virginia Beach, VA - on the show today. Both Sean and Paul served in the Navy for over 20 years, and chose financial planning as their encore careers.

We discuss at length how Sean and Paul teamed up to rebrand Paul’s RIA into their own three years ago after meeting by chance through a Facebook Group and how they began to serve their people: former and active military members. We also talk about the benefits of the monthly retainer model and how charging their clients on a monthly fee has insulated them from the impact of the COVID-19 pandemic.

With COVID-19 changing many aspects of our lives, learn how Sean and Paul have managed to stay successful because of their choice in niche (military personnel), their active participation within their online communities, and their partnership.

If you’re interested in how to build a business that protects you, your business, and clients during turbulent and uncertain times, then this episode is for you.  

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/252