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Ep #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm
Manage episode 433032830 series 3591798
المحتوى المقدم من Behind The Advisor. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Behind The Advisor أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In this episode, Maddy Roche returns as the full-time host of XYPN Radio, joined by Jennifer Kang, CFP®, founder of JWK Financial. Jennifer shares how she leveraged two decades of experience in a large wirehouse to establish her fee-only, flat-fee RIA in New York. She talks candidly about the fast-paced start of her business and her unwavering confidence in the value she provides, encouraging prospects to interview other advisors to ensure a perfect fit.
Jennifer also discusses the transition from initial engagement fees to ongoing flat-rate relationships and emphasizes the importance of building a business at a sustainable pace. This episode is packed with valuable insights, making it a must-listen for financial professionals looking to learn from Jennifer's experience and expertise.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/382
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