Ep #108: Finding Success by Transitioning from AUM to Monthly Retainers - The Career of Helen Ngo

Helen Ngo is here today to share her experience working her way into the financial planning world and starting her own successful business by the age of twenty-six. There's a whole lot to take away and apply to your own business plan, whether you want to start a business or you're already in the process. Starting out in a male-dominated field definitely didn't make Helen shy away from business; it actually gave given her the motivation to quit an aging practice and start her own unique, passion driven firm. She talks about everything from getting her CFP certification to the beginnings of her business. She started out by getting clients through knocking on doors, and now she is starting to face scaling issues that demand she re-work her pricing and marketing. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/108