Behind The Advisor

Ep #369: Empowering Your Finances: Lessons from Ministry to Money Management


Listen Later

From youth ministry to personal finance, Jeff Clark's journey wasn't simple. In his church, Jeff offered to help his peers with their finances, but soon had the attention of a congregation also in need!

Following this path, he found himself in FinTech, able to learn from experts in the field. This stepping stone gave him the knowledge and confidence to strike out on his own. In 2021, he did just that.

Cataloging his growth 2 years later, he has exceeded all expectations. With Jeff's practice expanding at an impressive pace, culminating in a hiatus from new client engagements for the latter half of 2023. He credits much of his success to the support of friends, family, and peers much like those in his XYPN Mastermind Group.

For those looking into how their current support systems can bolster their practice, this episode is for you!

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/369

...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

581 Listeners

ChooseFI by ChooseFI

ChooseFI

5,143 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,459 Listeners

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

The Rational Reminder Podcast

474 Listeners

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

The Perfect RIA

463 Listeners

The Long View by Morningstar

The Long View

914 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

113 Listeners

New Planner Podcast by Caleb Brown

New Planner Podcast

30 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

129 Listeners

Money For Couples with Ramit Sethi by Ramit Sethi

Money For Couples with Ramit Sethi

3,437 Listeners

The Advisor Journey by Altruist

The Advisor Journey

27 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

134 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

26 Listeners