Ep #335: Building a Resilient Fee-Only Practice Through Economic Turbulence
Behind The Advisor · Behind The Advisor
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Show Notes
We're excited to welcome XYPN member Danielle Harrison, MBA, CFP®, CFT-I™, the founder of Harrison Financial Planning, a fee-only firm based in Columbia, Missouri, on the show today.
Danielle's journey is particularly relevant to all of us navigating today's economic landscape. She launched her fee-only firm in January 2021—right in the middle of the pandemic—and has not only survived but thrived through the market volatility we've experienced since then.
What makes Danielle's story so compelling is how she transformed her early fascination with finance into a modern practice that rejects the old product-pushing model that many of our listeners are trying to escape from. Her experience transitioning from traditional banking to independent planning offers valuable insights for anyone looking to make a similar leap in today's digital-first environment.
Stay tuned as Danielle shares how she's adapted her business to the economic climate, leveraged technology to serve clients remotely, and built a practice that genuinely supports both her clients' financial well-being and her own family's lifestyle goals. Whether you're considering starting your own firm or looking to make your existing practice more resilient, today's conversation offers practical takeaways you can implement immediately.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/335