<p>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!).</p> <p>You can find show notes and more information by clicking here: <a href= "https://www.xyplanningnetwork.com/64">https://www.xyplanningnetwork.com/64</a></p>

Ep #65: Developing a Specialty Service Around College Planning

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.