Ep #291: Serving Couples as a Couple: An Interview with Dan and Natalie Slagle
Behind The Advisor · Behind The Advisor
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Show Notes
We're excited to have XYPN members Dan and Natalie Slagle, owners of Minnesota-based fee-only firm, Fyooz Financial Planning, on the show today. Dan and Natalie are partners in life and business, and together have nearly 20 years of industry experience.
Today, they talk about how they built Fyooz intentionally to reach their target market: successful, fun, and authentic couples. They discuss what sparked the fire to launch their firm, the sacrifices they made along the way, and how their relationship has allowed them to serve their ideal client base. Together, they serve 30 clients—and have the capacity to serve 50-70 more. Dan and Natalie walk us through how they delineate roles and responsibilities, and the inherent challenges of working with your spouse. They share their candid thoughts about the pressures of the fiduciary oath they've taken, how they manage anxiety, and, on a lighter note, discuss what they've loved most about building Fyooz.
If you want to learn about what it's like to go into business with your partner, then this show is for you.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/291