Staying Sane While Building Your Firm

Featuring XYPN Members Dan Andrews and Michelle Smalenberger

Two rockstar XYPN members share their tricks for juggling the demands of a growing business while managing life. Is it possible to keep your sanity while doing the heavy lifting as a "solopreneur"? Hear from the voice of experience in this 60-minute on-demand webinar.

Listen in as Michelle and Dan answer questions like:

How Much Experience Is Needed To Launch a Firm? Or Do You Even Need Experience?
Who Were Your Cheerleaders In Your First Year?
What Marketing Works For You?

Mentioned in this recording:

Michael and Alan on #XYPNRadio on transitioning to Fee-Only
Books to Read: Financial Planning 3.0, Random Walk Down Wall Street, The E-Myth, The One Page Financial Plan and a list of good summer reading from Dan Andrews
Free resource: Our First-Year Budget Template
XYPN Compliance offering
XYPN Member Benefits

Featuring

Panelist: Michelle Smalenberger, CFP® of Financial Design Studio, Inc. has a passion for helping others develop a path to financial success! Through different lenses on a financial picture, she wants to help create solutions that are thoughtful of today and the future. Those who are a great fit for her services are families working hard to provide for and support each other and individuals who want to ensure they are making the right decisions to secure a strong financial foundation. She enjoys providing financial education and helping others. Find Michelle on Twitter: @SmallsFDS.

Panelist: Dan Andrews, CFP started Well-Rounded Success as a creative outlet in April, 2014 and then transitioned this brand into a Financial Planning firm in January, 2016. Dan's flagship services help New Adults with month-by-month coaching in Financial Literacy topics and Personal Growth. Dan's main goals are to help his clients define their own paths, handle their responsibilities, and to give back while on their journeys. Dan practices what he preaches by donating 2% of the company's top-line revenue to a non-profit as voted by his clients. Follow on Twitter: @danielcandrews and @wrsuccess

Like What You're Hearing?
Schedule an introductory 30-minute Call with XYPN's "Growing the Movement" Team to get started on Membership!

Staying Sane While Building Your Firm: Webinar On Demand

Featuring XYPN Members Dan Andrews and Michelle Smalenberger

FIND AN ADVISOR

Advisors

Media

Connect with Us