Navigated to Ep #411: Growing Through Change: Building a Balanced Financial Practice

Ep #411: Growing Through Change: Building a Balanced Financial Practice

August 27
35 mins

View Transcript

Episode Description

In this episode of Behind the Advisor, Dan Slagle of Fyooz Financial Planning shares how he and his wife, Natalie, grew their firm from 30 to 70+ households—while redesigning their work and life for balance. From parental leave to narrowing their client focus, Dan reveals why clarity, boundaries, and aligned values matter more than scale. Advisors will walk away with insights on setting fees, serving your niche, and building a practice that supports the life you want.

See all episodes

Never lose your place, on any device

Create a free account to sync, back up, and get personal recommendations.