Harrison Financial Planning

Since starting my financial planning firm, I have been part of the XY Planning Network (XYPN), a group of fee-only (i.e. no commissions) financial planning firm owners.

Starting a financial planning firm from scratch, in the middle of a pandemic, no less, can be both challenging and isolating. XYPN was there to provided guidance and more importantly a community of other like-minded individuals.

In 2022, I was asked to be on their Behind the Advisor podcast to share my story.

To my surprise, when I opened my email in December to see the 2025 Must-Listen Episodes, my podcast was one of the ten chosen.

Though I shared my story many years ago, it has continued to strike a chord with individuals.

Why?

I think it is the same reason why I have such a great relationship with my clients.

I am my authentic self and I am transparent in an industry that isn't known for it's transparency.

Be yourself and the right people will come! I have a group of amazing clients to prove it!

https://www.xyplanningnetwork.com/podcast-blog/building-a-resilient-fee-only-practice-through-economic-turbulence