Episode description

Today we welcome XYPN member Andy Panko, CFP®, RICP®, EA, founder of Tenon Financial, to XYPN Radio.

Andy always knew he wanted to be a financial advisor—but the harsh reality of financial planning opportunities (or the lack of them) for a fresh college graduate was discouraging. So, Andy spent the first 19 years of his career working in insurance, banking, and brokerage firms. It was in 2016 that Andy discovered XYPN Radio and realized that his dream of helping others with their finances could be a reality.

If you’re interested in working with clients to and through retirement and building a great firm in the process, this is the episode for you.

You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/348