Ep #222: Building Your Business with Intentionality featuring Eric Roberge
September 25, 2019
Starting and running a business takes intentionality, but it's easy for that intention to fizzle in the chaos of entrepreneurship. Today Eric Roberge, successful practice owner and contributor to Business Insider and Forbes, joins the show to weigh in on the importance of keeping intentionality alive and using it to build a business that exceeds expectations.
Listen in as Eric sheds light on how your goals and vision should evolve along with your business, as well as why they should be re-evaluated and measured regularly. You'll get his unique insight on mindset shifts, the value of changing perspectives throughout your journey, and more.
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 Eric’s business.
- How his marketing and sales approach has evolved.
- The growth rate his business has experienced.
- How he’s going about deciding the direction of his business.
- His fee structure and who he works with.
- The importance of building a business intentionally and staying focused on what you want for your life.
- How Eric and his wife navigate being married and business partners.
Featured on the Show:
- Eric Roberge: Website | Twitter | LinkedIn | Facebook | Instagram | Podcast
- Ep #6: The Career of Eric Roberge - How He Built a Business to Support the Life of His Dreams
- Ep #29: Building a Virtual Firm by Marketing Locally with Eric Roberge
- Betterment
- TDAmeritrade
This Episode is Sponsored By:
When it comes to compliance, most financial advisors want to run in the opposite direction. But compliance doesn't have to be that big scary monster hiding under your bed. Our free Risk Assessment Guide will walk you through how to perform a risk assessment one step at a time. Learn how to perform a proper risk assessment and get access to our risk matrix and risk assessment table worksheets developed by XY Planning Network’s in-house compliance team. Visit xyplanningnetwork.com/riskassessment to download your copy.
Share
- Financial Planning (179)
- Advisors (172)
- Fee-only advisor (136)
- Financial Planners (136)
- Millennials (116)
- Finance (115)
- NextGen (114)
- Advice (113)
- Marketing (92)
- Training (87)
- Professionals (86)
- Profit (85)
- Growing Your Firm (78)
- Entrepreneurship (75)
- Financial Advisors (75)
- 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)
- Social Responsibility (18)
- Compliance (17)
- Careers (16)
- CFP Certification (14)
- Online Marketing (14)
- Financial Freedom (12)
- Financial Success (12)
- Michael Kitces (12)
- Partnership (12)
- Advisor Success (11)
- Communication (11)
- First Year (11)
- New Business (11)
- Taxes (11)
- Women (10)
- Family Business (9)
- Financial Education (9)
- Staffing & HR (9)
- Transitions (9)
- Assets Under Management (AUM) (8)
- Perseverance (8)
- Scaling (8)
- Broker-Dealers (7)
- Ethical Advisor (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)
- Financial Therapy (6)
- Hourly (6)
- Leadership & Vision (6)
- Preparing to Launch (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)
- Small Business Owner (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