Ep #209: Finding Success after Being Fired as a Partner - The Career of Mark Wilson

Ep 209 - Mark Wilson

After working for his previous firm for 19 years and then being unexpectedly fired, Mark Wilson was forced to reset his life. Now the owner and only employee of MILE Wealth Management, Mark joins the show today to discuss what pushed him to start his own firm and how he is focusing on the successes ahead. 

In this episode, Mark opens up about his struggles with his previous firm, as well as how he ultimately managed to become a partner. Listen in to learn the importance of focusing on the bigger prize and not just your next paycheck. If you are thinking about starting your own firm or making a career change, this is the episode for you.  


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 Mark’s career.
  • How he decided to switch from running a software firm to getting into financial advising.
  • How he managed to become a partner of his previous firm.  
  • The importance of focusing on the bigger picture.
  • Mark’s fee structure.
  • Why he sets up accountability check-ins and what they entail.
  • What his hopes are for MILE Wealth Management in the future.

Featured on the Show:

This Episode is Sponsored By:

Y5 Annual Report Cover

We’re an open book here at XY Planning Network. That’s why we’re giving you an inside look at our company through our Year 5 Annual Report. This report is your chance to learn more about Team XYPN, see what our fifth year in business looked like, take a behind-the-scenes look at our stats, get a sneak peek at what’s to come, and more. Download your copy at xyplanningnetwork.com/annualreport.

 

 

 

 

 

 

subscribe-with-itunesSubscribe-with-stitcher

Ep #227: From Marketing Expert to Financial Advisor for Hispanic Clients - The Career of Miguel Gomez Ep #227: From Marketing Expert to Financial Advisor for Hispanic Clients - The Career of Miguel Gomez
Ep #224: Leveraging Investors to Launch Their Financial Life Firm - The Careers of Cristina Livadary & Stephanie Bucko Ep #224: Leveraging Investors to Launch Their Financial Life Firm - The Careers of Cristina Livadary & Stephanie Bucko
Ep #223: Going All-In on a Niche and Ramping Growth - The Career of Adam Cmejla Ep #223: Going All-In on a Niche and Ramping Growth - The Career of Adam Cmejla
Ep #222: Building Your Business with Intentionality featuring Eric Roberge Ep #222: Building Your Business with Intentionality featuring Eric Roberge
Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason

Subscribe to Email Updates