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Ep #390: Leveraging Lived Experience to Serve Business Owners

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Konten disediakan oleh XYPN Radio. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh XYPN Radio atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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

399 episode

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iconBagikan
 

Fetch error

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Manage episode 425709944 series 2985189
Konten disediakan oleh XYPN Radio. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh XYPN Radio atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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

399 episode

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