Financial Advisor Success

Alan and I co-founded XY Planning Network in 2013, but he had to go through a lot of growth and challenges before he got there. Three years later, Alan firmly believes that being your own boss is safer than letting one person (your boss) be in control of your income. In this episode, Alan and I talk about his internship with Rick Kahler and subsequent job, during which he learned that being an associate advisor in someone else’s firm wasn’t a good fit. We then dig into Alan’s transition to entrepreneurship, the practice he started from scratch, and the financial ups and downs of making it happen. He shares his motivation for creating a specific niche for other young financial planners and why he’ll never go back to working for anyone else. We wrap up with some of the growing pains of building a business, and how to make sure being an entrepreneur stays fun amid all the hard work. Get the full show notes and transcript for this episode at: https://www.kitces.com/11