Behind The Advisor
Behind The Advisor
XYPN
Ep #411: Growing Through Change: Building a Balanced Financial Practice
35 minutes Posted Aug 27, 2025 at 12:00 pm.
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In this episode of Behind the Advisor, Dan Slagle of Fyooz Financial Planning shares how he and his wife, Natalie, grew their firm from 30 to 70+ households—while redesigning their work and life for balance. From parental leave to narrowing their client focus, Dan reveals why clarity, boundaries, and aligned values matter more than scale. Advisors will walk away with insights on setting fees, serving your niche, and building a practice that supports the life you want.