Ep #329: What the First Six Months of Running a Firm are Really Like

Today on Behind the Advisor (previously known as XYPN Radio), we're talking with advisors at a stage we don't usually feature: the first six months of launching their firms. Chao Zhang and Stefanie Pickard are right in the thick of it, figuring out what works and what doesn't, as their new firms get off the ground.

This episode is equal parts fun and brutally honest. Even with a decade of experience behind them, both Chao and Stefanie get real about imposter syndrome, the mistakes they wish they could undo, and the lessons they're learning on the fly. We dive into how many hours they're actually putting in, what's slowing them down, and how their perspectives and goals differ, as well as how much they have in common when it comes to starting a firm.

If you've ever wondered what those first six months are really like, this episode is for you.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/329