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Today we welcome Mike Zung, CFP®, founder of Java Wealth Planning, an RIA based in Kansas City, Missouri to XYPN Radio. Mike shares insights into his journey from launching his firm part-time while still working in software development, to eventually transitioning to a full-time role serving over 30 tech industry clients.

Mike and I cover marketing strategies, successfully transitioning from project-based to ongoing planning, and how he defines value for his clients. This episode provides valuable wisdom for advisors who change careers and the opportunities that can be leveraged by leaning into their previous expertise and personality strengths.

You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/383

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Episode description

Ep #383: Grow Your Firm Faster by Leveraging Your Former Career with Mike Zung, CFP®

Episode description