Ep #390: Leveraging Lived Experience To Serve Business Owners XYPN Radio podcast

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内容由XYPN Radio and XY Planning Network提供。所有播客内容（包括剧集、图形和播客描述）均由 XYPN Radio and XY Planning Network 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

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Ep #390: Leveraging Lived Experience to Serve Business Owners

3M ago 55:48

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MP3•单集首页

内容由XYPN Radio and XY Planning Network提供。所有播客内容（包括剧集、图形和播客描述）均由 XYPN Radio and XY Planning Network 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

In today’s episode we are joined by John Bovard, CFP®, founder and CEO of Incline Wealth Advisors, a thriving wealth management firm based in Cincinnati. John launched his firm in 2020, just before the pandemic, and has impressively grown it to serve over 75 clients with a dedicated two person team supporting him and the firm’s continued growth.

We delve into John's unique "barbell" approach to client management, focusing primarily on his niche work with business owners. John shares his insights on how he successfully guides these clients through the complex financial decisions involved in running their businesses. John discusses his flat fee pricing model and comprehensive service approach, offering listeners a transparent view of his strategies.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/390

… continue reading

394集单集

#Trading #Careers #Business #XYPN Radio #Training #Advice #Advisors #Feeonly #Finance #Financialplanningfirm #Nextgenclients #Profit #Xy Planning Network #Geni #GenX #Millennial #Financialplanner #Professional

Artwork

Ep #390: Leveraging Lived Experience to Serve Business Owners

22 subscribers

published 3M ago

分享

MP3•单集首页

内容由XYPN Radio and XY Planning Network提供。所有播客内容（包括剧集、图形和播客描述）均由 XYPN Radio and XY Planning Network 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

In today’s episode we are joined by John Bovard, CFP®, founder and CEO of Incline Wealth Advisors, a thriving wealth management firm based in Cincinnati. John launched his firm in 2020, just before the pandemic, and has impressively grown it to serve over 75 clients with a dedicated two person team supporting him and the firm’s continued growth.

We delve into John's unique "barbell" approach to client management, focusing primarily on his niche work with business owners. John shares his insights on how he successfully guides these clients through the complex financial decisions involved in running their businesses. John discusses his flat fee pricing model and comprehensive service approach, offering listeners a transparent view of his strategies.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/390

… continue reading

394集单集

#Trading #Careers #Business #XYPN Radio #Training #Advice #Advisors #Feeonly #Finance #Financialplanningfirm #Nextgenclients #Profit #Xy Planning Network #Geni #GenX #Millennial #Financialplanner #Professional

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