Today XYPN member Sue Peck, founder of Evolution Financial, recounts the compelling story of how she discovered she was ready to start her own business after nearly 12 years of working for an investment management firm. She discusses the struggles of starting off on your own, where she has seen the most luck in finding clients, and more.
You’ll learn what Sue envisions for her business and why she wants to remain by herself, exclusively working with a manageable number of clients. It’s important to remember what you are doing will pay off eventually, and Sue’s unique story will remind you of that and keep you inspired along your own journey to building the business of your dreams.
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:
- An overview of Sue's career.
- How she discovered she was ready to start her own firm.
- Why she says having an office helped her immensely.
- How she found her niche and decided on her fees.
- Where she is seeing the most luck in clients discovering her.
- The importance of being authentic and true to yourself.
- What Sue's vision is for her business.
- Her advice for her younger self.
Featured on the Show:
- Sue Peck: LinkedIn
This Episode is Sponsored By:
Is bookkeeping a major pain point for you? If so, you’re not alone. Many financial advisors hate bookkeeping, and guess what? They’re often terrible at it too! Enter the Bean Team at XYPN Books, powered by XY Planning Network. Their free Chart of Accounts Template will help you tackle one of the most basic, but often incorrectly done, bookkeeping tasks. Visit fabeancounters.com/xypnradio to download the template and learn how to set up your Chart of Accounts like a pro.
Share
Get episode alerts by email
From Massage Therapy to Financial Planning
Ep #178: Transitioning From Trader to Financial Planner - The Career of Morgen Rochard
