Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly

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After working in corporate banking for 11 years, Megan Donnelly saw a need arise as she witnessed firsthand the fear and mistakes people made during the financial downturn in 2009. That need made her decide to start her own firm, Quabbin Advisors, and she joins the show today to share why she became so passionate about who she serves and how she serves them.

Listen in as Megan describes her conviction to helping people who needed her the most, as well as how she started putting more into growing her business over the past few years. You'll learn how she is currently transitioning the firm, why she deliberately grew slowly in the first years, and how she is working on casting a vision for the future of her firm.

 

Listen to the Full Interview:

 

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What You'll Learn from This Episode:

  • Megan’s background in corporate banking.
  • How her mom influenced her transition from into starting her own firm.
  • Her learning and certification journey with ChFC.
  • How she got her first clients.
  • Why she transitioned from business clients to individuals.
  • What made her choose to serve the people that she does and how that affects her pricing.
  • How she is training her clients and growing their independence and abilities in finance.
  • Her plan for streamlining the business over the next few months.
  • How she is nailing down her vision for the future of the firm.

Featured on the Show:

 

This Episode is Sponsored By:

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XY Planning Network's annual Benchmarking Study is out! Are you curious about the average number of clients XYPN members get in their first year? Or, how successful niches really are? To answer these burning questions (and more), we enlisted a professional research firm to complete our annual Benchmarking Study. Get your copy hot off the press and discover vital statistics such as the median advisor revenue by years in practice and sources of firm growth—from referrals to blogging, social media, and more! Head over to xyplanningnetwork.com/study to purchase your copy today.

 

 

 

 

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