Behind The Advisor

Ep #285: Creating a Global Financial Planning Institute: An Update with Ashley Murphy


Listen Later

We're excited to have XYPN member Ashley Murphy, Founder of Areté Wealth and the Global Financial Planning Institute (GFP), on the show today. This is Ashley's second time sharing his career journey and expertise in the expat space on XYPN Radio.

Today, he joins us to give us an update on how a niche can turn into a full-blown industry-shaking initiative. After recognizing a gap in technical training for cross-border and international planning, Ashley spearheaded an initiative to create content, training, and a designation around the expertise. As Ashley discusses on the podcast, advising in this space is complicated and, like other niches, demands a specific level of competence. Ashley shares how the GFP, which once was a passion project, is now changing the direction of his firm and encourages anyone who wants to get into this space to do so. According to Ashley, the number of clients in dire need of cross-border planning from an advisor who has done their research is unlimited, to be exact.

If you're interested in turning your passion project into a successful second business, this is the episode for you.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/285

...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

136 ratings


More shows like Behind The Advisor

View all
Sales Gravy: Jeb Blount by Jeb Blount

Sales Gravy: Jeb Blount

586 Listeners

ChooseFI by ChooseFI

ChooseFI

5,142 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,457 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

477 Listeners

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

The Perfect RIA

462 Listeners

The Long View by Morningstar

The Long View

921 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

244 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

115 Listeners

New Planner Podcast by Caleb Brown

New Planner Podcast

31 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

128 Listeners

Money For Couples with Ramit Sethi by Ramit Sethi

Money For Couples with Ramit Sethi

3,427 Listeners

The Advisor Journey by Altruist

The Advisor Journey

25 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

135 Listeners

Only Fee-Only by Broc Buckles and Peter Ciravolo

Only Fee-Only

15 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

25 Listeners