Ep #348: Changing Careers & Building an Ideal Firm in 2 Years: A Conversation with Andy Panko

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.

Andy spent the next three years preparing to launch—and that preparation really paid off. COVID soon followed Teton Financial’s 2019 launch. Rather than seeing this as a roadblock, Andy took it as a sign to double down on his marketing efforts, and it paid off handsomely. He got his first client in June 2020 and quickly reached capacity at the beginning of 2022. Andy is truly passionate and candidly talks with us about his growth and how he has worked to intentionally build a high-efficiency solo practice.

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: http://www.xyplanningnetwork.com/348