Ep #250: Transitioning into a Family Business - The Career of Scott Weiss

Scott Weiss is the owner of Weiss Financial Group, a fee only firm in Mahopac, NY. In today’s episode, we discuss Scott’s previous career as an art director in the magazine world, as well as why he decided to leave that industry and enter into the financial planning profession.

Listen in as we delve into Scott’s story: what it was like joining a family firm, how they broke the business into a tax firm and a financial planning firm, the experience of earning his CFP®, and what he’s doing to stay relevant to his ideal client base.

We recorded this episode March 20, 2020, when the world started to spiral into this state of uncertainty as a result of the COVID-19 pandemic. Scott talks about where we are today as a country and as an industry, and he shines light on how he's been able to leverage a community, his network, and his education to ensure that he can show up for his clients, himself, and his family. If you're interested in how to grow a family business or how to just keep your head above water during these wild times, this show is for you.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/250