Ep #75: Location Independent and Working with Expats – The Career of Hui-chin Chen

XY-Planning-Podcast-final

This week, we're excited to welcome Hui-chin Chen, a Certified Financial Planner and co-owner of Pavlov Financial Planning, a fee-only firm based in Washington D.C. This Taiwanese native received an undergraduate degree in business before relocating to the United States to pursue her master's degree at Carnegie Mellon.

Specializing in financial planning for digital nomads, Hui-chin has created a location independent practice that caters to expats with assets in both Taiwan and the United States. As a digital nomad herself, she's been able to build her practice while relocating between various countries with her husband - a professional in the Foreign Service.

Hui-chin's experience will shed new light on a world of possibilities for financial planners with a sense of adventure. She lays out the benefits and challenges of operating as an advisor in a global environment. After learning about Hui-chin's location independent lifestyle, you may never look at financial planning the same way again.

location-independent-working-with-expats

Listen to the Full Interview:

Want more from XYPN Radio? Become a VIP to access our private community!

 

What You'll Learn from This Episode:

  • Why the FPA residency program is a great start for advisors with no financial planning background.
  • Alternative to hiring advisors as employees during a firm's start-up phase.
  • How financial planning lends itself to a location independent lifestyle.
  • The challenges of being a generalist with a focus on international clients.
  • What advisors should do when encountering clients who don't completely fit a niche.
  • How blogging helps to refine her financial planning skills and attract clients.

Featured on the Show:

Subscribe-with-iTunes Subscribe-with-Stitcher

Ep #88: From Outsourced Virtual Operations Manager to RIA Owner - The Career of Chloé Moore Ep #88: From Outsourced Virtual Operations Manager to RIA Owner - The Career of Chloé Moore
Ep #87: Building a Monthly Retainer Firm in Brazil - The Career of André Novaes Ep #87: Building a Monthly Retainer Firm in Brazil - The Career of André Novaes
Ep #86: Building a Virtual Paraplanning Business - The Career of Jennifer Pritchard Ep #86: Building a Virtual Paraplanning Business - The Career of Jennifer Pritchard
Ep #85: Surviving the Wirehouse Trap - The Career of Brian Face Ep #85: Surviving the Wirehouse Trap - The Career of Brian Face
Ep #84: Surviving Depression To Find Happiness & Success - The Career of Dave Grant Ep #84: Surviving Depression To Find Happiness & Success - The Career of Dave Grant

Subscribe to Email Updates