Ep #216: Software Sales to Launching a Firm From Scratch with Michael Pyle

New Planner Podcast

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3M ago 30:06

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Michael Pyle is a Financial Planner at Challenge Everything Financial, and he joins the show today to share his career journey from working in sales to starting his own financial planning firm. If you're interested in transitioning to financial planning, navigating the challenges of entrepreneurship, or building a firm while balancing family life, this episode is for you!

Listen in as Michael shares how his initial success in sales led him to pursue a career in financial planning, balancing a master’s program and his Series 65 exam while launching his firm on the side—until his employer found out and terminated him. He recounts the challenges of starting his own firm with four young children at home, the ups and downs of entrepreneurship, and how constant iterations to his service and pricing model helped him gain traction.

You can find show notes and more information by clicking here: https://bit.ly/4hBPuue

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