
Ep #414: From Set to CFP®: Reinventing Your Career From Scratch
May 6, 2026 - 42:32
Radio and PodcastLive Radio & Podcasts
In this episode of Behind the Advisor , Dan Slagle of Fyooz Financial Planning shares how he and his wife, Natalie, grew their firm from 30 to 70+ households—while redesigning their work and life for balance. From parent...
Ep #411: Growing Through Change: Building a Balanced Financial Practice is an episode from XYPN Radio by XYPN Radio. In this episode of Behind the Advisor , Dan Slagle of Fyooz Financial Planning shares how he and his wife, Natalie, grew th...
This episode belongs to XYPN Radio.
Use the player on this page to stream the episode online.
Published Aug 27, 2025, 35:45 long, audio available.
In this episode of Behind the Advisor , Dan Slagle of Fyooz Financial Planning shares how he and his wife, Natalie, grew their firm from 30 to 70+ households—while redesigning their work and life for balance. From parental leave to narrowing their client focus, Dan reveals why clarity, boundaries, and aligned values matter more than scale. Advisors will walk away with insights on setting fees, serving your niche, and building a practice that supports the life you want.
You can listen to Ep #411: Growing Through Change: Building a Balanced Financial Practice online on Radio and Podcast. Open the player on this page to stream the available audio.
Ep #411: Growing Through Change: Building a Balanced Financial Practice is an episode from XYPN Radio by XYPN Radio.
This episode is 35:45 long.
This episode was published on Aug 27, 2025.
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You can listen to Ep #411: Growing Through Change: Building a Balanced Financial Practice on this page when the episode audio is available from the podcast feed.
Ep #411: Growing Through Change: Building a Balanced Financial Practice is from XYPN Radio by XYPN Radio.
Published Aug 27, 2025 and 35:45 long