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New Planner Podcast

Sep 10, 2021

Sam Nguyen is the Senior Tax Manager at XY Planning Network, an organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Today, Sam joins the show to share his journey from CFP educational program to getting his foot in the door with an RIA, including what it was like trying to enter the financial planning profession during a recession.

Listen in as he discusses his strategy for reaching out to firms during a time when no one was hiring, his starting role, and why he saw it as the opportunity of a lifetime. You'll learn how he developed a niche and a passion for tax preparation and tax planning, as well as why he left a good position he held for 10 years so he could join XY Planning Network.

You can find show notes and more information by clicking here: