Ep #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm

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In this episode, Maddy Roche returns as the full-time host of XYPN Radio, joined by Jennifer Kang, CFP®, founder of JWK Financial. Jennifer shares how she leveraged two decades of experience in a large wirehouse to establish her fee-only, flat-fee RIA in New York. She talks candidly about the fast-paced start of her business and her unwavering confidence in the value she provides, encouraging prospects to interview other advisors to ensure a perfect fit.

Jennifer also discusses the transition from initial engagement fees to ongoing flat-rate relationships and emphasizes the importance of building a business at a sustainable pace. This episode is packed with valuable insights, making it a must-listen for financial professionals looking to learn from Jennifer's experience and expertise.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/382

400 episode

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