<p>After working for his previous firm for 19 years and then being unexpectedly fired, Mark Wilson was forced to reset his life. Now the owner and only employee of Making It Look Easy (MILE) Wealth Management, Mark joins the show today to discuss what pushed him to start his own firm and how he is focusing on the successes ahead. </p> <p>You can find show notes and more information by clicking here: <a href= "https://www.xyplanningnetwork.com/209">https://www.xyplanningnetwork.com/209</a> </p>

Ep #210: Taking Over the Family Business - The Career of Tara Unverzagt

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.