Behind The Advisor

Tim Baker’s career is a testament to the true power of having a niche focus for your business. After his time working in a hybrid firm, he decided to launch his own firm with a focus on working with pharmacists. He founded Script Financial in April of 2016, and his concentration on this niche has helped him add almost 50 new clients to his business in the last 18 months.

In this episode, Tim shares his unique path to success that included several different career changes after leaving the military before finding financial planning. He also goes into why he is a proponent of charging based on income and net worth, clever tactics he uses to seek out potential clients, and more.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/138

In this episode of XYPN Radio, we sit down with Jay Zigmont, founder of Childfree Wealth®, and Bri Conn, the firm's Chief Experience Officer, to dive into the unique financial planning needs of childfree individuals.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/398

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

How financial advisors are charging for services and what should be considered fair and reasonable for the consumer have become quite the hot button issues. Today Michael Kitces and Scott Gill join the show to dive into these topics and clarify the areas that are under scrutiny. Both men bring valuable information and advice to the issues presented and shed some light on how we can move forward as a community.

Listen in to hear Michael and Scott discuss how regulators see financial services differently, as well as how we can communicate better and more clearly to them. You will learn what specific areas and action items to work on regarding consistency and communication, what regulators are trying to evaluate, and why these regulators are being triggered in the first place.

You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/213

Just the thought of leaving a firm to start your own can be intimidating enough, but today’s guest took that leap at the worst possible time. With a six-month-old baby at home, a wife who had recently quit her job, and a barely-healed broken neck that had just undergone surgery, Mark Boujikian launched Keymark Financial this past May. Amazingly, he not only got his firm up and running, but also managed to grow it with impressive speed.

Now considered the go-to expert on incentive stock options for SpaceX engineers, Mark has learned plenty of valuable lessons along his journey. In this episode, he shares the major challenges he faced when leaving a firm to start his own, advice for entrepreneurs who want to do the same, and much more.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/135