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Contenido proporcionado por XYPN Radio. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente XYPN Radio o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Ep #392: Making The Transition From a Broker Dealer to Launching Your RIA
Manage episode 430502281 series 92200
Contenido proporcionado por XYPN Radio. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente XYPN Radio o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Manage episode 430502281 series 92200
Contenido proporcionado por XYPN Radio. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente XYPN Radio o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode of XYPN Radio, we sit down with Jamie Lima, CFP®, CDFA®, MBA, an XYPN Ambassador, and the founder of Woodson Wealth Management and Allegiant Divorce Solutions, two virtual firms. Jamie's journey is a testament to his entrepreneurial spirit, having transitioned from managing 450 households at large wirehouses to founding his firm amid the COVID pandemic of 2020.
Jamie shares his unconventional path to gain marketing momentum, including how posting a profile on Thumbtack outperformed multiple marketing agencies. He also delves into his strategic hiring decisions, from bringing on an Operations Manager as a W2 employee to scaling his firm with 1099 advisors.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/392
398 episodios
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