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Contenido proporcionado por XYPN Radio and XY Planning Network. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente XYPN Radio and XY Planning Network 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 #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm
Manage episode 404970467 series 2985189
Contenido proporcionado por XYPN Radio and XY Planning Network. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente XYPN Radio and XY Planning Network 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, Maddy Roche returns as the full-time host of XYPN Radio, joined by Jennifer Kang, CFP®, founder of JWK Financial. Jennifer shares how she leveraged two decades of experience in a large wirehouse to establish her fee-only, flat-fee RIA in New York. She talks candidly about the fast-paced start of her business and her unwavering confidence in the value she provides, encouraging prospects to interview other advisors to ensure a perfect fit.
Jennifer also discusses the transition from initial engagement fees to ongoing flat-rate relationships and emphasizes the importance of building a business at a sustainable pace. This episode is packed with valuable insights, making it a must-listen for financial professionals looking to learn from Jennifer's experience and expertise.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/382
394 episodios
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Manage episode 404970467 series 2985189
Contenido proporcionado por XYPN Radio and XY Planning Network. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente XYPN Radio and XY Planning Network 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, Maddy Roche returns as the full-time host of XYPN Radio, joined by Jennifer Kang, CFP®, founder of JWK Financial. Jennifer shares how she leveraged two decades of experience in a large wirehouse to establish her fee-only, flat-fee RIA in New York. She talks candidly about the fast-paced start of her business and her unwavering confidence in the value she provides, encouraging prospects to interview other advisors to ensure a perfect fit.
Jennifer also discusses the transition from initial engagement fees to ongoing flat-rate relationships and emphasizes the importance of building a business at a sustainable pace. This episode is packed with valuable insights, making it a must-listen for financial professionals looking to learn from Jennifer's experience and expertise.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/382
394 episodios
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Similar a XYPN Radio
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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