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 "
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