Ep #187: Laying the Foundation for Growth by Merging with Another Firm - The Career of Angela Moore
January 16, 2019
The lack of financial literacy is astounding, even for those who have college educations. Angela Moore lived through the frustration of not easily being able to find a good advisor, but once she found one that helped her change her life, she decided she wanted to do that too. She joins the show today to share her story of shifting careers and growing in the financial advising field to pursue her passion.
In this episode, Angela opens up about her reasons for starting her own firm, as well as the benefits of having her own business. You'll learn why she decided to merge with another firm, how she scaled her business, how she fell into her specific niche, and what working with her clients really means to her.
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:
- An overview of Angela’s business and niche.
- Her feelings about being pigeonholed into her particular niche.
- How hiring a financial planner eventually led to her becoming one herself.
- What turned her off from working for a large firm and why she decided to launch her own.
- How she got through the long approval process for starting a firm.
- What surprised her the most about owning her own firm.
- The online platform and client intake process she's using to save time.
- How she merged with another firm to scale the practice.
- What she and her partner did to structure their firm and various projects.
- Her vision for the future of the business.
- The surprising place where she gains most of her clients.
Featured on the Show:
- Angela Moore: Site | Blog | Twitter | Instagram | LinkedIn | Facebook | YouTube
- Merrill Lynch
- Schwab
- How I Built This podcast
- WeWork
- Bliss Spas
- Hello Sign
- Jot Form
- Acuity Scheduling
- WealthBox
- Free First Year Budget Templates
- XYPN VIP Community
This Episode is Sponsored By:
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.
Share
- Financial Planning (179)
- Advisors (172)
- Fee-only advisor (136)
- Financial Planners (136)
- Millennials (116)
- Finance (115)
- NextGen (115)
- Advice (113)
- Marketing (93)
- Training (87)
- Professionals (86)
- Profit (85)
- Growing Your Firm (80)
- Financial Advisors (77)
- Entrepreneurship (76)
- Advisor Posts (61)
- Business Development (52)
- Niche (48)
- RIA (44)
- Building Your Firm (41)
- Growth (34)
- Career Changers (27)
- Networking & Community (26)
- Starting a Firm (26)
- Family (23)
- Launching a firm (23)
- Financial Plan (20)
- Compliance (18)
- Social Responsibility (18)
- Careers (16)
- CFP Certification (14)
- Online Marketing (14)
- Financial Freedom (12)
- Financial Success (12)
- First Year (12)
- Michael Kitces (12)
- New Business (12)
- Partnership (12)
- Advisor Success (11)
- Communication (11)
- Taxes (11)
- Women (10)
- Family Business (9)
- Financial Education (9)
- Staffing & HR (9)
- Transitions (9)
- Assets Under Management (AUM) (8)
- Ethical Advisor (8)
- Perseverance (8)
- Scaling (8)
- Broker-Dealers (7)
- Financial Therapy (7)
- Industry Trends & Insights (7)
- RIA Owner (7)
- Tax Preparation (7)
- Work Life Balance (7)
- Benchmarking Study (6)
- Business Coach (6)
- Financial Life Planning (6)
- Hourly (6)
- Leadership & Vision (6)
- Preparing to Launch (6)
- Small Business Owner (6)
- Student Loan Debt (6)
- Certified Public Accountant (CPA) (5)
- College Planning (5)
- Discrimination (5)
- Female Financial Planners (5)
- Financial Independence (5)
- Investment Management (5)
- Leverage (5)
- Lifestyle practice (5)
- Mergers (5)
- Passions (5)
- Preparing to Launch (5)
- Relationships (5)
- Remote (5)
- Technology (5)
- Business Owner (4)
- Challenges (4)
- Finances (4)
- Firm Ownership (4)
- Impostor Syndrome (4)
- Inspiration (4)
- Military Finance (4)
- Pricing Models (4)
- Retirement (4)
- Side Hustle (4)
- Support System (4)
- Teamwork (4)
- Time Management (4)
- Virtual (4)
- Working Mom (4)
- Advice-Only Planning (3)
- Company (3)
- Data (3)
- Divorce (3)
- Evolving (3)
- Experience Wealth (3)
- Facebook Groups (3)
- Faith-Based Finance (3)
- Finding Success (3)
- Grief (3)
- Intention (3)
- Lessons (3)
- Management (3)
- Minorities (3)
- Monthly Retainer Model (3)
- Operations Manager (3)
- Perspective (3)
- Philosophy (3)
- Recession (3)
- Reflection (3)
- Regulators (3)
- Small Business (3)
- Spouse (3)
- Strategy (3)
- Succession Plans (3)
- Tech Stack (3)
- Virtual Advisor (3)
- Wealth (3)
- Authenticity (2)
- Certified Divorce Financial Analyst (CDFA) (2)
- Changes (2)
- Charitable Donations (2)
- Check in (2)
- Christine Amill Centeno (2)
- Conversations (2)
- Custody Rule (2)
- Dual-Entrepreneurs (2)
- Emily Purdon (2)
- Empathy (2)
- Equity Compensation (2)
- Fiduciary (2)
- Firm Within a Firm (2)
- First Six Months (2)
- Growing Income (2)
- Healing (2)
- Homeschool Families (2)
- Hui-chin Chen (2)
- Immigrants (2)
- Impact Folio (2)
- Investing (2)
- Kevin Mahoney (2)
- Life planning (2)
- Maddy Roche (2)
- Marriage (2)
- Meg Bartelt (2)
- Mental Health (2)
- Mindset Shift (2)
- Modern Money Advisor (2)
- Morgen Rochard (2)
- Moving Forward (2)
- Outsourcing (2)
- Pandemic (2)
- Part Time (2)
- Physicians (2)
- Planning (2)
- Pricing (2)
- Processes (2)
- Public Relations (PR) (2)
- Purpose (2)
- RIA Consultant (2)
- RIA Registration (2)
- Real Estate (2)
- Referrals (2)
- Regulations (2)
- Ryan Frailich (2)
- Security (2)
- Selling Insurance (2)
- Solutions (2)
- Survey (2)
- Systems (2)
- Tech Professionals (2)
- Visionary and Integrator Roles (2)
- Wealth Management (2)
- Arlene Moss (1)
- Automation (1)
- Balance Sheet (1)
- Behavior (1)
- Business (1)
- Care (1)
- Cash Flow (1)
- Cash Flow Planning (1)
- Chad Holmes (1)
- Clarity Wealth Development (1)
- Client Acquisition (1)
- Consulting (1)
- Consumer Protection (1)
- Corporate Banking (1)
- Corporate Finance (1)
- Couples (1)
- Cryptocurrency (1)
- Custodians (1)
- Dave Ramsey (1)
- Delegating Tasks (1)
- Depression (1)
- Differentiation (1)
- Disability Accounts (1)
- Dream Firm (1)
- ESG Investing (1)
- Early Retirement (1)
- Economics (1)
- Educators (1)
- Effectiveness (1)
- Elaine King (1)
- Elements (1)
- Emlen Miles-Mattingly (1)
- Engineer (1)
- Equally-Owned Firm (1)
- Exchange-Traded Funds (ETF) (1)
- FINRA (1)
- FSG (1)
- Fields Financial Services (1)
- Finance for Parents (1)
- Financial Independence, Retire Early (FIRE) (1)
- Financial Life Management (1)
- Finding Your Why (1)
- Formula Wealth (1)
- Goals (1)
- Greater Than Financial (1)
- Health Care (1)
- Heather Townsend (1)
- Hedge Fund (1)
- Holistic (1)
- How to be a Financial Advisor (1)
- IRA (1)
- Ian Bloom (1)
- Impact (1)
- Impact Acceleration (1)
- Implementing (1)
- Independent Financial Advisor (1)
- Independent RIA (1)
- Insurance (1)
- Integrity (1)
- Internal Revenue Service (1)
- Interns (1)
- Investment Planner (1)
- Investor (1)
- Kendra Rehm-Dehn (1)
- Kori Lennon (1)
- Leslie Ransom (1)
- Listener survey (1)
- Loan forgiveness (1)
- Make Money Mindshift (1)
- Malcolm Thomas (1)
- Mandatory Payroll Withholding (1)
- Marlon Wesh (1)
- Martha Williams (1)
- Matthew Ricks (1)
- Measure Twice Financial (1)
- Michael Reynolds (1)
- Mike Troxell (1)
- Mistakes (1)
- Money Management (1)
- Money Quotient (1)
- Motherhood (1)
- Motivation (1)
- Nancy Hetrick (1)
- Natalie Slagle (1)
- Natalie Taylor (1)
- Native American (1)
- NexJenn Financial Services (1)
- Operations (1)
- Opportunities (1)
- Patrick Clark (1)
- Patrick King (1)
- Paul Allen (1)
- Payment Model (1)
- Peace of Mind Waypoints (1)
- Pivot (1)
- Portfolio Management (1)
- Pro Bono (1)
- Progress Report (1)
- Progressives (1)
- Quinn Arnold (1)
- RIA Audit (1)
- Rachael Burns (1)
- Real Estate Investing (1)
- Real Estate Wealth Planning (1)
- Realtors (1)
- Recruiting (1)
- Redwood Money (1)
- Reese Harper (1)
- Reg BI (1)
- Registered Life Planner (RLP) (1)
- Restricted growth (1)
- Retirees (1)
- Risk (1)
- Risk Management (1)
- River Nice (1)
- Rob Colon (1)
- Robo Advisors (1)
- Rowan Financial (1)
- Ryan Grieser (1)
- Ryan Mohr (1)
- SEC (1)
- Sales (1)
- Sarah Ponder (1)
- Scholarship (1)
- Selling a Firm (1)
- Smarter Divorce Solutions (1)
- Special Needs (1)
- Start Ups (1)
- Stefanie Pickard (1)
- Steven Fox (1)
- Stigma (1)
- Study Group (1)
- Sue Peck (1)
- TAMP (1)
- Target Audience (1)
- Task Management (1)
- Taylor Deardorff (1)
- Team Communication (1)
- The Market (1)
- Trader (1)
- Transparency (1)
- Trusts (1)
- Unexpected Challenges (1)
- Virtual Assistant (1)
- Virtual Paraplanner (1)
- XYPN Books (1)
- XYPN Invest (1)
- XYPN Membership (1)
- XYPN News (1)
Get episode alerts by email
You May Also Like
These Related Episodes