
Behind The Advisor Ep #163: From $30K to $330K in One Year: How to Handle Explosive Firm Growth
What does it really take to bet on yourself, and grow faster than you ever imagined?
On this episode of Behind the Advisor (previously known as XYPN Radio), I'm sitting down with Kyle Moore, founder of the fee-only financial planning firm Quarry Hill Advisors. Kyle has led his firm through some of the most explosive growth we've ever heard about on the podcast, and his path into the industry is just as compelling as the results.
Kyle shares how he transitioned from traveling the country as a professional golfer to entering financial planning at a firm whose partners split just nine months after he joined. We discuss navigating the rocky start with a young child at home, why he once accepted a $25,000 salary, and what ultimately led him to leave what he calls "the best associate planner position in the country" to build his own firm. It's an honest look at risk, resilience, and what it really takes to bet on yourself.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/163
