Trace Tisler walked away from a comfortable job in a successful, fee-only RIA to strike out on his own. He's now building his own fee-only firm... with one of our favorite financial planning firm names in the industry (listen to the podcast to find out what it is!). You can find show notes and more information by clicking here: <a href= "https://www.xyplanningnetwork.com/64">https://www.xyplanningnetwork.com/64</a>

Trace Tisler walked away from a comfortable job in a successful, fee-only RIA to strike out on his own. He's now building his own fee-only firm... with one of our favorite financial planning firm names in the industry (listen to the podcast to find out what it is!). You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/64

Trace Tisler walked away from a comfortable job in a successful, fee-only RIA to strike out on his own. He's now building his own fee-only firm... with one of our favorite financial planning firm names in the industry (listen to the podcast to find out what it is!). You can find show notes and more information by clicking here: <a href="https://www.xyplanningnetwork.com/64" rel="noopener noreferrer">https://www.xyplanningnetwork.com/64</a>

Ep #64: Creating a Unique Financial Planning Service Model with Trace Tisler

Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you're starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.

Share Ep #64: Creating a Unique Financial Planning Service Model with Trace Tisler

Sign up to save your podcasts

Ep #64: Creating a Unique Financial Planning Service Model with Trace Tisler

Ep #64: Creating a Unique Financial Planning Service Model with Trace Tisler

More shows like Behind The Advisor

Sales Gravy: Jeb Blount

ChooseFI

The Game with Alex Hormozi

The Rational Reminder Podcast

The Perfect RIA

The Long View

Kitces and Carl - Real Talk for Real Financial Advisors

Barron's Advisor

New Planner Podcast

Retirement Tax Services Podcast

Money For Couples with Ramit Sethi

The Advisor Journey

The Efficient Advisor: Tactical Business Advice for Financial Planners

Only Fee-Only

Advisor Marketing Made Simple