We are excited to share that our MQ partners, Jack Arnold, CFP®, and David Harpool, AAMS®, founders of AVID Planning in St. Petersburg, Florida, recently appeared on an episode of XYPN Radio! This dynamic duo previously joined XYPN Radio in January 2022, and their return has brought fresh insights and experiences from their journey in building and growing their firm.
In this engaging episode, Jack and David discuss the major changes and challenges they’ve encountered, including their transition from a large financial advisory firm to an independent Registered Investment Advisor (RIA). They share valuable lessons on navigating non-compete clauses, handling compliance, and the benefits of career flexibility and autonomy as an RIA. They talk about their unique partnership dynamics, the bold decision to reduce their client base by nearly 50%, and how this shift has allowed them to provide more meaningful and in-depth planning for their clients.
Congrats on your continued success and commitment to evolving your practice with intention and integrity!