We’re excited to have XYPN member Helen Ngo, Founder of the Atlanta-based RIA, Capital Benchmark Partners, on the show today. A lot has changed for Helen since she was last on the show in 2017; she got married, had a baby, and has transitioned her firm to 100% virtual. What hasn’t changed at all is her passion for growing her business.

Today she serves over 70 client households, the majority of whom are attorneys. She’s settled into a pricing structure that is niched to the needs of her attorney clients, and finds the conversation around pricing to be (surprisingly) simple. Helen reminisces on what it was like to start her firm, and how her priorities have shifted from being the planner to being a real business owner: managing people issues, learning how to communicate more softly, and graduating clients, all while giving her new baby some love in between calls. Listeners will be particularly interested in Helen’s discussion about the pushback she continues to receive around being in the driver's seat of her own career. As a young woman in this industry, people still ask her who she works for when the real question is not who Helen works for, but who works for Helen.

Helen’s commitment to her business and this space remains strong, and she’s a fabulous example of what life looks like when you chase your dreams.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/286