Behind The Advisor

Becoming a financial planner wasn't at the top of Jason Howell's list but through working in finance and politics he made his way to a career he is passionate about. He joins us on the show today to share his career and the growing process he went through. From running for political office to getting his CFP, the road has been challenging but rewarding. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/122

Learn how Glen specializes in helping clients with student loan analysis and how it is an easy low hanging fruit for advisors who are just starting out. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/121

Brian Thompson, founder of Brian Thompson Financial, is committed to helping the LGBTQ community with their financial planning. He started out as a tax attorney, but his interest in personal finance grew after he watched his mom get sold inappropriate annuities and saw more opportunity to help people in this area. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/120

In this episode, Amy Irvine shares how she managed to acquire a total of 100 clients in under two years without leveraging her strong client relationships for more financial growth. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/119

Justin Castelli certainly knows how to think outside the box. The owner of RL Wealth Management and a member of the XYPN Advisory Board, he developed a unique model that allows him to serve two different niches in the financial planning space. This so-called "barbell model" allows him to work with two types of clients: older clients that have wealth and younger clients that don't. In today's episode, Justin shares his experience starting his own firm and explains why asset minimums can result in turning away good clients. He has found a way to serve those who have accumulated substantial wealth, as well as those who are just starting to grow their net worth, and he shares his system with us today. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/118

Melissa Ellis joins us this episode to share her story and some of the lessons she learned along the way to where she is now. Despite putting off her dream due to being told financial planning wasn't appropriate for women and that the timing wasn't right, she finally went for it and never looked back. She shares the steps she took along the way and all the jobs and experiences that fed her knowledge and put her on the path to owning her own practice. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/117

Building a new business is always a lot of work. This didn't deter Andrew Damcevski and Devon Klumb from starting their practice and quickly adjusting and putting it in the perfect position to succeed. By become part of a bigger firm, their business has been able to see a large amount of growth and they are able to reach the type of customers they are passionate about working with. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/116

Anna Segunina knows the difference between a business and a practice - which she's proved with her fantastic work helping to develop Main Street Planning into what it is today. On this episode, Anna shares the story of her career, from how she got started in the business to how she became the owner of a highly successful planning practice. Anna shares many valuable takeaways from her experiences developing an hourly-based business with a focus on planning rather than asset management. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/115

Are you actually using data to make decisions in your firm — or just going with your gut? In this episode of Behind The Advisor, we're joined again by Shawn Tydlaska to talk about why tracking your metrics matters more than you think, especially for smaller, growing advisory firms. If you want clearer insights, better decisions, and the ability to look back and actually understand what moved the needle in your firm, this conversation is a must-listen. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/114

Every member of XYPN has a unique take on what we teach, and it's always fun to hear how each advisor is building a unique and valuable practice. Tony Madsen is building an RIA in rural Minnesota, after taking a leap out of the world of broker-dealers so he could have more fun with planning. In this interview, Tony shares his first-year revenue and expenses and talks openly about where he spent more money than he should. One of the most interesting things Tony explains is the cashflow management strategy he uses with clients, which allows them to donate to charity, save for the future, and pay down their debt, all while enjoying their lives. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/113