Artwork

Content provided by Behind The Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Behind The Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Ep #293: From Stay-at-Home Mom to Blogger to Helping Run a Financial Planning Business: A Conversation with Amy Artiga and Ben Wacek

51:33
 
Share
 

Manage episode 283981553 series 92200
Content provided by Behind The Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Behind The Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

We’re excited to have XYPN member Ben Wacek, founder of Guide Financial Planning, and his firm’s Operations Manager, Amy Artiga, on the show today. We discuss the EOS model, client surges, and what their future plans are for themselves and their business.

If you want to learn about what it’s like to go from a stay-at-home mom, to helping run a financial planning firm targeting your ideal clients, then this show is for you.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/293

  continue reading

409 episodes

Artwork
iconShare
 
Manage episode 283981553 series 92200
Content provided by Behind The Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Behind The Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

We’re excited to have XYPN member Ben Wacek, founder of Guide Financial Planning, and his firm’s Operations Manager, Amy Artiga, on the show today. We discuss the EOS model, client surges, and what their future plans are for themselves and their business.

If you want to learn about what it’s like to go from a stay-at-home mom, to helping run a financial planning firm targeting your ideal clients, then this show is for you.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/293

  continue reading

409 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play