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: <a href="http://www.xyplanningnetwork.com/119" target="_blank" rel= "noopener">http://www.xyplanningnetwork.com/119</a>

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

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: <a href="http://www.xyplanningnetwork.com/119" rel="noopener noreferrer">http://www.xyplanningnetwork.com/119</a>

Ep #119: Scaling a Firm to Serving 100 Clients in Less Than 2 Years – An Interview with Amy Irvine

Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.

Share Ep #119: Scaling a Firm to Serving 100 Clients in Less Than 2 Years – An Interview with Amy Irvine

Sign up to save your podcasts

Ep #119: Scaling a Firm to Serving 100 Clients in Less Than 2 Years – An Interview with Amy Irvine

Ep #119: Scaling a Firm to Serving 100 Clients in Less Than 2 Years – An Interview with Amy Irvine

More shows like Behind The Advisor

Sales Gravy: Jeb Blount

ChooseFI

The Game with Alex Hormozi

The Rational Reminder Podcast

The Perfect RIA

The Long View

Kitces and Carl - Real Talk for Real Financial Advisors

Barron's Advisor

New Planner Podcast

Retirement Tax Services Podcast

Money For Couples with Ramit Sethi

The Advisor Journey

The Efficient Advisor: Tactical Business Advice for Financial Planners

Only Fee-Only

Advisor Marketing Made Simple