Xypn Radio
Ep #356: Niche What You Know and Grow Fee-only Revenue to $250k in 5 Years: A Conversation with Andie Clark
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:50:17
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Sinopse
If you’re interested in learning how niching what you know and starting a group focused around your niche can grow your fee-only revenue to $250k in 5 years, this episode is for you! We're excited to welcome XYPN member Andie Clark, founder of The Table Financial Planning, a virtual firm serving military members and their families on the show. Andie married her high school sweetheart, who was an Air Force pilot and started moving all over the world every two years. She found work as a math teacher at community colleges, and over time, that ended up shifting into the realm of financial planning. She took part in a joint program between FINRA and the DOD that helped her get her AFC designation. That led her to getting her CFP® and, as her husband was retiring from the military and they were deciding where they wanted to end up, she started her financial planning firm. She talked briefly about a couple of big planning opportunities that service members can take advantage of this year. And it is clear how importa