Today we have XYPN member David Shotwell on the show! Now the owner of Shotwell Rutter Baer, David says he feels like he is just getting started—despite beginning his career in the brokerage world over 20 years ago. He is a great example of a successful succession plan and how you never stop learning in this industry.
Listen in as David shares the new technology that he is implementing into his business, as well as the niche he is finally settling into. You’ll learn why you can never be too old to learn new things, what it’s like to service over 100 clients, and more.
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 David’s career.
- How to have a successful succession plan.
- The new technology David is using in his business.
- What it’s like to service over 100 clients.
- The importance of always being open to learning new things.
Featured on the Show:
- David Shotwell: Website | LinkedIn
- Traction by Gino Wickman
- #XYPNLIVE Registration
- XYPN VIP Community
This Episode is Sponsored By:
XY Planning Network's annual Benchmarking Study is out! Are you curious about the average number of clients XYPN members get in their first year? Or, how successful niches really are? To answer these burning questions (and more), we enlisted a professional research firm to complete our annual Benchmarking Study. Get your copy hot off the press and discover vital statistics such as the median advisor revenue by years in practice and sources of firm growth—from referrals to blogging, social media, and more!
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 to Successfully Execute a Succession Plan with Jake Kuebler
Sep 21, 2016

Ep #177: Running Two Successful Businesses As Siblings - The Careers of Danna Jacobs and Rob Colon
Nov 7, 2018

Surviving Depression To Find Happiness & Success - The Career of Dave Grant
Jan 25, 2017