Ep #287: Applying Startup Experience to the First 12 Months of Business: The Career of Natalie Taylor

We’re excited to have XYPN member Natalie Taylor, owner of Natalie Taylor Consulting Services, on the show today. Natalie is only 10 months into building a fee-only RIA business, but she has already served nearly forty clients since opening her doors in early 2020.

Natalie walks us through her professional background, which includes substantial experience in the financial industry, both on the private side and in the fintech space. Natalie credits her ability to scale her firm so quickly to the scrappiness she garnered while at a startup paired with the intentionality she places around how she executes her meetings and financial plan delivery with clients. Natalie talks about why she had to put potential clients on waitlists, and why she always prioritizes her family time and her client experience and will sacrifice neither to earn more money.

If you’re interested in how you can grow your business organically while remaining true to your goals, this show is for you.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/287