<p>Jamie Rice joins the show today to describe how he made the career jump from engineering for the U.S. Navy to investment management. The chief investment officer for his firm, JQR Capital, Jamie specializes in serving individual investors, adventurers, and small businesses. You’ll learn how he earned the right to use the CFA designation and the importance he places on truly caring for his clients.  You can find show notes and more information by clicking here: <a href= "http://www.xyplanningnetwork.com/199">http://www.xyplanningnetwork.com/199</a><a href="http://www.xyplanningnetwork.com/ep-2-an-inside-look-into-carl-richards-financial-planning-process"> </a></p>

Ep #200: Words of Wisdom for Entrepreneurs, From Entrepreneurs - A Celebration of Episode 200

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.