Ep #333: Finding Success Serving the Real Estate Investor Niche: A Conversation with Cynthia Meyer

Behind The Advisor

Today, we talk to Cynthia Meyer, a CFP®, CFA, and XYPN Member, who is the owner and founder of Real Life Planning—a fee-for-service firm dedicated to supporting real estate investors. Today’s podcast is full of information as Cynthia shares her expertise with real estate, and how she’s been able to create a service model that has allowed her to scale to 50 clients in her first three years.

We talk about everything from the real estate bubble to how she is able to leverage her campaign management experience. Cynthia exudes enthusiasm for her work, her clients, and her niche—and it’s contagious. Cynthia is also a power user of the XYPN Network and has effectively launched the highly-productive Real Estate Investment study group within the XYPN membership community, and she speaks about how giving back has given her so much value in return.

If you’re interested in real estate as an asset class, and how to serve clients who are too, then this show is for you.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/333