Shawn talks about how his long and winding path through the financial services industry led him to practicing true financial planning. He walks through the obstacles he's overcome and many false starts he experienced before establishing his firm.
We also discuss how Shawn went from zero clients to 38 - with 26 on retainer - in just a year of practicing. He shares some of the techniques he's used to find clients, how he's used niching to some extent in his work, and how he determines fees for each client.
Read the blog post about this episode!
Listen to the Full Interview:
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What You'll Learn from This Episode:
- The many internships Shawn had before coming to financial planning.
- How he went from wanting to start a fintech company to starting his own advisory firm.
- The succession plan situation Shawn experienced at his final job.
- How he hustled to gain clients and launch as soon as he was ready.
- What Shawn did to boost his conversion rate when he was disappointed with how few clients were staying on board.
- Unique ways he's found and retained clients from XYPN, Yelp, and his informal network.
Featured on the Show:
- Register for #XYPN17
- XYPN Radio VIP Community
- RightCapital
- Ballast Point Financial Planning
- GMO
- Blankinship & Foster
- LearnVest
- MyVest
- Bill Harris
- Meeting the Requirements to Start Your Own RIA Without Breaking the Bank by Sophia Bera
- Dave Grant
- Calendly
- Squarespace
- Values Card Deck
