Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Ep #348: Changing Careers & Building an Ideal Firm in 2 Years: A Conversation with Andy Panko
Manage episode 347200172 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.
Today we welcome XYPN member Andy Panko, CFP®, RICP®, EA, founder of Tenon Financial, to XYPN Radio.
Andy always knew he wanted to be a financial advisor—but the harsh reality of financial planning opportunities (or the lack of them) for a fresh college graduate was discouraging. So, Andy spent the first 19 years of his career working in insurance, banking, and brokerage firms. It was in 2016 that Andy discovered XYPN Radio and realized that his dream of helping others with their finances could be a reality.
If you’re interested in working with clients to and through retirement and building a great firm in the process, this is the episode for you.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/348
409 episodes
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Manage episode 347200172 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.
Today we welcome XYPN member Andy Panko, CFP®, RICP®, EA, founder of Tenon Financial, to XYPN Radio.
Andy always knew he wanted to be a financial advisor—but the harsh reality of financial planning opportunities (or the lack of them) for a fresh college graduate was discouraging. So, Andy spent the first 19 years of his career working in insurance, banking, and brokerage firms. It was in 2016 that Andy discovered XYPN Radio and realized that his dream of helping others with their finances could be a reality.
If you’re interested in working with clients to and through retirement and building a great firm in the process, this is the episode for you.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/348
409 episodes
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Similar to Behind The Advisor
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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continue reading
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continue reading
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…
continue reading
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…
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