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Ep #383: Grow Your Firm Faster by Leveraging Your Former Career with Mike Zung, CFP®
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Today we welcome Mike Zung, CFP®, founder of Java Wealth Planning, an RIA based in Kansas City, Missouri to XYPN Radio. Mike shares insights into his journey from launching his firm part-time while still working in software development, to eventually transitioning to a full-time role serving over 30 tech industry clients.
Mike and I cover marketing strategies, successfully transitioning from project-based to ongoing planning, and how he defines value for his clients. This episode provides valuable wisdom for advisors who change careers and the opportunities that can be leveraged by leaning into their previous expertise and personality strengths.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/383
400 episode
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on November 13, 2024 10:11 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 407902750 series 92200
Today we welcome Mike Zung, CFP®, founder of Java Wealth Planning, an RIA based in Kansas City, Missouri to XYPN Radio. Mike shares insights into his journey from launching his firm part-time while still working in software development, to eventually transitioning to a full-time role serving over 30 tech industry clients.
Mike and I cover marketing strategies, successfully transitioning from project-based to ongoing planning, and how he defines value for his clients. This episode provides valuable wisdom for advisors who change careers and the opportunities that can be leveraged by leaning into their previous expertise and personality strengths.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/383
400 episode
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