
Sign up to save your podcasts
Or
In this episode of Behind the Advisor, Dan Slagle of Fyooz Financial Planning shares how he and his wife, Natalie, grew their firm from 30 to 70+ households—while redesigning their work and life for balance. From parental leave to narrowing their client focus, Dan reveals why clarity, boundaries, and aligned values matter more than scale. Advisors will walk away with insights on setting fees, serving your niche, and building a practice that supports the life you want.
4.6
136136 ratings
In this episode of Behind the Advisor, Dan Slagle of Fyooz Financial Planning shares how he and his wife, Natalie, grew their firm from 30 to 70+ households—while redesigning their work and life for balance. From parental leave to narrowing their client focus, Dan reveals why clarity, boundaries, and aligned values matter more than scale. Advisors will walk away with insights on setting fees, serving your niche, and building a practice that supports the life you want.
3,208 Listeners
1,981 Listeners
2,015 Listeners
459 Listeners
894 Listeners
242 Listeners
802 Listeners
106 Listeners
319 Listeners
131 Listeners
803 Listeners
173 Listeners
25 Listeners
142 Listeners
24 Listeners