Behind The Advisor

Ep #13: Starting a Firm From Scratch With No Experience


Listen Later

This week we are back to our regular interview schedule with Matt Becker's inspirational and exciting story. Matt is the founder of Mom and Dad Money, as well as the best writer and brand builder I know in financial planning. Matt has built his entire brand and firm around Mom and Dad Money, focused primarily on the very obvious target market - new parents.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/13

...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

137 ratings


More shows like Behind The Advisor

View all
Motley Fool Hidden Gems Investing by The Motley Fool

Motley Fool Hidden Gems Investing

3,228 Listeners

Odd Lots by Bloomberg

Odd Lots

1,993 Listeners

Financial Advisor Success by Michael Kitces

Financial Advisor Success

718 Listeners

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

The Perfect RIA

462 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,145 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

246 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,610 Listeners

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

All-In with Chamath, Jason, Sacks & Friedberg

10,254 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

114 Listeners