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Military to Financial Planner Podcast


Jul 7, 2021

Industry rule of thumb for people opening their own shop:  3 years before you ‘feel traction.’

  • Year one:  Sucks for everyone - a hard slog
  • Year two:  Gets a little better, but not really anything to ‘live on.’  
  • Year three:  You finally start feeling like you can make it.  But you’re probably still reinvesting in your business.

Have a plan where you don’t depend on income from your business until at least year 4.

XYPN Benchmarking survey results