About This Show
XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in the field and case studies from financial planners like you, the discovery of how you can serve your own generation to help them achieve their financial goals starts today.
Most Recent Episode
Ep #135: Rapid Growth by Focusing on SpaceX Engineers - The Career of Mark Boujikian
3 days ago
Just the thought of leaving a firm to start your own can be intimidating enough, but today’s guest took that leap at the worst possible time. With a six-month-old baby at home, a wife who had recently quit her job, and a barely-healed broken neck that had just undergone surgery, Mark Boujikian launched Keymark Financial this past May. Amazingly, he not only got his firm up and running, but also managed to grow it with impressive speed. Now considered the go-to expert on incentive stock options for SpaceX engineers, Mark has learned plenty of valuable lessons along his journey. In this episode, he shares the major challenges he faced when leaving a firm to start his own, advice for entrepreneurs who want to do the same, and much more. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/135