Ep #135: Rapid Growth by Focusing on SpaceX Engineers - The Career of Mark Boujikian

01/17/18 • 64 min

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

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

Previous Episode

Ep #134: Leveraging SEO and Print Advertising to Supercharge Your RIA Growth - The Career of Taylor Schulte

The process of transitioning from working within a firm to transitioning into a more independent hybrid RIA model and finally to owning his own RIA has given Taylor Schulte some great insight and experience. He joins us on the show to talk about these transitions, the ups and downs and how he ended up where he is today. From the details of working under an umbrella RIA to the details of owning his own RIA, Taylor has a lot of insight to share.

You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/134

Next Episode

Ep #136: Alan & Kitces Unhinged - Leveraging a TAMP to Grow Your Financial Planning Practice

Alan Moore and Michael Kitces join forces on this episode to address a topic that they have been getting a lot of questions about recently. They address the challenges that have been present when working with TAMPs and why they decided to launch XY Investment Solutions with the specific needs of XYPN members in mind.

You can find show notes and more information by clicking here:http://www.xyplanningnetwork.com/136