Behind The Advisor

From broker-dealer to independent broker-dealer to building his own independent RIA, Adam Cmejla has had quite the journey to creating a business and lifestyle to fit his needs and the needs of his family. He joins the show today to discusses how achieved such an impressive rate of growth for his firm and how finding a niche helped along the way. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/223

Starting and running a business takes intentionality, but it's easy for that intention to fizzle in the chaos of entrepreneurship. Today Eric Roberge, successful practice owner and contributor to Business Insider and Forbes, joins the show to weigh in on the importance of keeping intentionality alive and using it to build a business that exceeds expectations. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/222

Today we have XYPN members and founders of Brooklyn FI, AJ Ayers and Shane Mason, on the show! The pair has achieved explosive growth, and they join us to share how they did it, as well as how their unique career paths ultimately led them to financial planning. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/221

Today I've got XYPN member and founder of Hyland Financial Planning, Ryan Bayonnet, on the show to share his experience moving into owning his own practice. Having had his firm up and running for about two years now, Ryan opens up about the major hurdles he's faced and his victories along the way. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/220

Daniel Hannoush is an excellent example of how well niches can work. After spending years trying to build his business, it wasn't until he met his partner and found his niche in Chick-fil-A franchises and corporate staff that he saw the rapid growth he had been searching for. Daniel is now the co-founder of One & Done Financial, serving around 300 clients and on track to reach $45 - 50 million in AUM this year. In this episode, we discuss what helped Daniel get to where he is today, including his financial sacrifices and the relationships he prioritized along the way. His amazing story encompasses both the challenges of the first several years in business and the experience of extreme growth. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/219

Today's guest has found impressive success working with retirees and soon-to-be retirees in the oil and gas industry, and by employing a unique fee structure that he has found suits his niche. Michael Rahn is the founder of The Sum, a financial planning firm he has grown phenomenally fast, and now serves 21 ongoing clients with a $4,500 annual fee minimum. In this episode, Michael shares why he decided to leave a large retail-focused firm—where he worked for over 10 years—to start his own RIA, as well as how he achieved such massive growth for his business. Listen in as he shares his best tips for growing a firm, his hiring plans for the future, and more. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/218

Ed Coambs has had a unique journey into the financial planning field. After starting his career as a firefighter, he transitioned into financial planning before eventually completing his training in marriage and family therapy. He then decided to combine his last two careers into one to become a financial therapist. Today he joins the show to share the softer side of financial planning and why financial therapy is important. Listen in as we discuss money scripts—what they are and how they affect your clients' financial decisions—as well as the value of financial planners having their own therapists and planners. We can all benefit from Ed's background and perspective on this subject, so don't miss this one-of-a-kind episode! You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/217

Kevin Mahoney started his career in sports business, working for the NFL. After years of pursuing that occupation—as well as a career in real estate—Kevin decided to transition into entrepreneurship, and is now the founder and CEO of the virtual financial planning firm Illumint. Listen in as he opens up about the challenges he faced starting his own firm, having never worked in a firm before. We discuss what he did to up his conversion rate to 75% over the past year, the biggest successes and failures he experienced while starting up his own business, and what you can learn from his wins and losses. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/216

In financial planning, you can't be all people, and you can't be all numbers. This is also true when it comes to marketing, and today you will get to hear from XYPN's Marketing Coach, Carolyn Dalle-Molle, who is fantastic at helping XYPN clients find the right marketing strategy for their practice and goals. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/215

Shawn Tydlaska is the founder of Ballast Point Financial Planning, an independent fee-only practice dedicated to helping young professionals and families set and achieve their financial goals. Shawn was on this podcast two years ago to talk about his first year in business, and he joins the show again today to share how he is progressing at the end of year three. This episode is not to be missed, as it demonstrates how businesses progress over time and how decisions that you make today are not forever. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/214