Behind The Advisor

Ep #115: Managing 7 Offices and 7 Staff Members as an Hourly Advisor - The Career of Anna Sergunina


Listen Later

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

...more
View all episodesView all episodes
Download on the App Store

Behind The AdvisorBy XYPN

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

134 ratings


More shows like Behind The Advisor

View all
Investing Insights by Morningstar

Investing Insights

489 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,372 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

554 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,992 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

457 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

585 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,044 Listeners

The Long View by Morningstar

The Long View

870 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

234 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

8,784 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

109 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

121 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

703 Listeners

The Advisor Journey by Altruist

The Advisor Journey

23 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

20 Listeners