Ep #360: From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients: A Conversation with Kaysian Gordon

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2y ago 53:28

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If you are interested in what it takes to transition from a long-term wirehouse position to solo RIA ownership, what it means to truly answer a calling, and how to sustainably serve others without being self-sacrificing, this episode is for you!

Kaysian Gordon, founder of Kaysi Gordon Financial Planning, spent 14 years at UBS focusing on financial planning for ultra-high net worth clients. Seven years ago, she started a weekly devotional blog, which later helped her build a niche working with women of faith in transition.

In late 2021, Kaysian launched her own firm with XY Planning Network's help, growing rapidly with 60 households in under a year. We also discussed how being a single mom has shaped her business and life design. Her clear niche and personal journey make her story truly inspiring. Enjoy the conversation!

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/360

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