Ep #103: From Zero to 38 Clients in 12 Months - How Shawn Tydlaska is Growing His New RIA
June 07, 2017
Shawn talks about how his long and winding path through the financial services industry led him to practicing true financial planning. He walks through the obstacles he's overcome and many false starts he experienced before establishing his firm.
We also discuss how Shawn went from zero clients to 38 - with 26 on retainer - in just a year of practicing. He shares some of the techniques he's used to find clients, how he's used niching to some extent in his work, and how he determines fees for each client.
Read the blog post about this episode!
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:
- The many internships Shawn had before coming to financial planning.
- How he went from wanting to start a fintech company to starting his own advisory firm.
- The succession plan situation Shawn experienced at his final job.
- How he hustled to gain clients and launch as soon as he was ready.
- What Shawn did to boost his conversion rate when he was disappointed with how few clients were staying on board.
- Unique ways he's found and retained clients from XYPN, Yelp, and his informal network.
Featured on the Show:
- XYPN Radio VIP Community
- RightCapital
- Ballast Point Financial Planning
- GMO
- Blankinship & Foster
- LearnVest
- MyVest
- Bill Harris
- Meeting the Requirements to Start Your Own RIA Without Breaking the Bank by Sophia Bera
- Dave Grant
- Calendly
- Squarespace
Unlock behind-the-scenes content—subscribe now!
Share
- XYPN Podcast (403)
- Journey Makers (393)
- Entrepreneurship (124)
- Financial Advisors (101)
- Running an RIA (93)
- Niche (69)
- Start an RIA (54)
- Business Development (47)
- Client Services (42)
- Client Engagement (40)
- Lifestyle, Family, & Personal Finance (36)
- Fee-only advisor (34)
- Marketing (31)
- Growing an RIA (28)
- Client Acquisition (25)
- Practice Management (25)
- Market Trends (23)
- Digital Marketing (21)
- Process (21)
- Transitioning Your Business (21)
- Financial Education & Resources (19)
- Transitioning To Fee-Only (18)
- Compliance (17)
- Technology (17)
- Scaling an RIA (16)
- Community (14)
- RIA (14)
- Career Change (13)
- Sales (13)
- Partnership (9)
- Investment Management (8)
- Employee Engagement (7)
- XYPN LIVE (7)
You May Also Like
These Related Episodes

How In-Person Networking Can Land 27 Clients in 12 Months
Jun 15, 2016

Ep #85: Surviving the Wirehouse Trap - The Career of Brian Face
Feb 1, 2017

Ep #218: Hyper Growth Working with Clients in the Oil and Gas Industries - The Career of Michael Rahn
Aug 28, 2019