Today's guest has found impressive success working with retirees and soon-to-be retirees in the oil and gas industry, and by employing a unique fee structure that he has found suits his niche. Michael Rahn is the founder of The Sum, a financial planning firm he has grown phenomenally fast, and now serves 21 ongoing clients with a $4,500 annual fee minimum. In this episode, Michael shares why he decided to leave a large retail-focused firm—where he worked for over 10 years—to start his own RIA, as well as how he achieved such massive growth for his business. Listen in as he shares his best tips for growing a firm, his hiring plans for the future, and more. You can find show notes and more information by clicking here: <a href= "http://www.xyplanningnetwork.com/218">http://www.xyplanningnetwork.com/218</a>

Ep #219: Adding 100 Clients This Year with a Team of 6 by Focusing On His Niche - The Career of Daniel Hannoush

XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in the field and case studies from financial planners like you, the discovery of how you can serve your own generation to help them achieve their financial goals starts today.

Featured Co-Host: Michael Kitces | Co-Founder of the XY Planning Network, and author of the popular blog www.Kitces.com joins in on occasion to bring his unique perspective to the show