<p>How is it possible to build a career you love, own your own RIA, and be there for your family? This interview gives insight into how one financial advisor does it -- and how you can apply her ideas, thoughts, and tips to your own life.</p> <p>You can find show notes and more information by clicking here: <a href= "https://www.xyplanningnetwork.com/35" target="_blank" rel= "noopener">https://www.xyplanningnetwork.com/35</a></p>

Ep #36: Serve NextGen Clients Inside Your Existing Firm

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.