Behind The Advisor

Jamie Rice joins the show today to describe how he made the career jump from engineering for the U.S. Navy to investment management. The chief investment officer for his firm, JQR Capital, Jamie specializes in serving individual investors, adventurers, and small businesses. You'll learn how he earned the right to use the CFA designation and the importance he places on truly caring for his clients. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/199

Today, Emlen Miles-Mattingly joins the show to describe how he took his career from bank teller to president and CEO of the successful firm, Gen Next Wealth. We'll discuss Emlen's unique niche in providing multi-generational financial planning to minority families and what he is doing to bring diversity to the industry. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/198

Today, Julie Ford joins the show to share how she started her successful financial planning career and how XY Planning Network helped her along the way. Specializing in serving city-dwelling couples, Julie prioritizes empowering her clients with the tools they need to create order in their financial world and reduce stress around money. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/197

My guest today is XYPN member Lauryn Williams, founder of Worth Winning and the only American to have medaled in both the summer and winter Olympics. She joins the show to share her experience starting a financial planning firm as her athletic career came to a close and the major challenges she faced along the way.

Listen in to hear Lauryn open up about what it was like transitioning into the financial planning industry, as well as what made her want to join the field in the first place. You'll learn why she decided to start her own advisory business after working at a couple of other firms, how she's targeting three different niches, and how she has managed to keep going after plenty of setbacks along her road to success.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/196

Today's episode is going to be a bit different. Dan Moisand has been in business for almost 20 years, so our conversation will focus on how he runs his firm and does so with a remarkably low turnover. Dan has worked in most environments, including commissioned insurance, broker-dealer, independent broker-dealer, fee-only RIA and more, and he's here to cover a wide range of important information that will be helpful for any planner.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/195

If you're interested in what's going on in the world of student loans and want to find the best ways to help your clients who have them, then this episode is for you. Two of the leading student loans experts, Heather Jarvis and Jantz Hoffman, join the show today to discuss the latest news and tips regarding student loans and how to best serve clients within this niche.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/194

Ryan Galiotto's interest in finance and investing began in a unique way. Today, he joins the show to share how he found his love for finance so early on and his journey into the corporate world. Ryan has some great information and tips on how to transition investment-centric clients to full financial planning, as well as how he is transitioning into taking over the firm.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/193

When it comes to starting a firm, there's so much to know about implementation and getting started. After experiencing this firsthand, Arielle Minicozzi found a way to help other advisors with their processes to give them the ability to serve more clients and run their business more successfully. In this episode, she sits down to chat about her career transition, passion for helping millennial home buyers, partnering up with another financial planner, and more.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/192

From a Kentucky monastery to paying off over $100,000 in debt by co-driving a truck with his wife, Ben Martinek has had an unusual journey to starting his own financial planning firm. In this episode, he shares how the unconventional nature of his career path, his passion for philosophy, and discovering Dave Ramsey got him started in the financial world.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/191

From tax planning to owning a growing RIA, Shannon Moenkhaus has had an interesting path to finding her place in financial planning. With her firm successfully reaching $360,000 in just 2 years, we can all learn a lot from Shannon's journey through partnerships, transitions, planning, and implementation. In this episode, we dig into how she built her career and the pivotal moments and important people that made all the difference.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/190