Ep #185: From Serving in the Marines to Building a Hyper Growth Financial Planning Firm - The Career of Steven Fox

Ep 185 - Steven Fox

Making the shift from serving in the Marines to navigating the financial services world is not the easiest transition, but Steven Fox managed it and ended up owning his own successful firm. In this episode, he shares how he initially learned about the financial planning field and decided it was what he really wanted to do, as well as the steps he took to build his career.

You’ll get some great insight on gaining and on-boarding clients as Steven explains how his processes attract the right people and make things run more efficiently. He also talks about his vision for the future growth of the firm, how he plans to continue learning and growing, his involvement in Financial Independence Training for military members, and how you can get involved in this non-profit, as well.

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:

  • A snapshot of Steven’s business and who he serves.
  • How he found out about financial planning and decided to go that direction.
  • What he gained from joining a student association.
  • How he navigated launching his own firm, taking the CFP, and having a baby right out of college.
  • How the first 6 months of business went for him and his family.
  • The details of each step of his sales process.
  • Where most of his clients come from.
  • How he on-boards all of his new clients efficiently.
  • His plans for growing his firm in the future.
  • His work with the non-profit Financial Independence Training and how you can get involved.

Featured on the Show:

This Episode is Sponsored By:

First Year Budget (1)How much money do you need to launch your own firm? That’s a question we’ve gotten at XY Planning Network hundreds—if not thousands—of times. To answer it once and for all, we developed a free budget template that accounts for the many variables of your first year in business. Along with the template, successful XYPN members opened their books for us and shared how they did it, what they spent, and what they’d do differently. Our First Year Budget Download is an incredibly valuable resource for anyone considering launching a firm of their own. Download it for free at www.xyplanningnetwork.com/budget.

 

 

 

 

subscribe-with-itunesSubscribe-with-stitcher

Ep #351: The Gift of Community – Why Members of an XYPN Mastermind Group Are Better Together: With Dillon Cobb, Andrew Gray, and Allen Mueller Ep #351: The Gift of Community – Why Members of an XYPN Mastermind Group Are Better Together: With Dillon Cobb, Andrew Gray, and Allen Mueller
Ep #350: From PSYOP Specialist to RIA Owner and All the Leveraging Opportunities in Between: A Conversation with Daniel Yerger Ep #350: From PSYOP Specialist to RIA Owner and All the Leveraging Opportunities in Between: A Conversation with Daniel Yerger
Ep #349: Serving Two Niches Successfully and the Added Value of Offering Tax Services: A Conversation with Jessica Goedtel Ep #349: Serving Two Niches Successfully and the Added Value of Offering Tax Services: A Conversation with Jessica Goedtel
Ep #344: Knowledge Gap: The Power of Advice-Only Planning: A Conversation with Cody Garrett Ep #344: Knowledge Gap: The Power of Advice-Only Planning: A Conversation with Cody Garrett
Ep #343: Finding Success Building a Socially Responsible Firm: A Conversation with Ethan Miller Ep #343: Finding Success Building a Socially Responsible Firm: A Conversation with Ethan Miller

Stay in the loop! Subscribe to receive an email when a new episode airs:

Search the Podcast

    Let's Connect

    Interested in learning more about how XYPN can help you start, run, or grow a successful financial planning firm?

    Schedule a Call