Financial Planning Support

I didn’t get into paraplanning because I needed a job. I was on a mission to gain experience and hours for designations. This was part of a bigger “quest” to satisfy my need and desire to help others with money. I’ve shared this part of my story several times in person. I’m not sure I’ve […]

I’ve been thinking an awful lot about how I can best help financial planners in their entrepreneurial journey. As a paraplanner, I focus mainly on fee-only RIAs. Quite on purpose, I tend to work almost exclusively with XYPN members. I understand their tech stack, I understand their value propositions, and I have yet to meet

Financial Planning Support Staff Hiring Decisions I’m a huge fan of the late Stephen Covey’s book The 7 Habits of Highly Effective People.  It has made a profound impact on my life and is top of my reading list.  If you haven’t read it, you should get your hands on a copy as soon as