Ep #390: Leveraging Lived Experience To Serve Business Owners XYPN Radio podcast

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Ep #390: Leveraging Lived Experience to Serve Business Owners

9d ago 55:48

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In today’s episode of XYPN Radio we are joined by John Bovard, CFP®, founder and CEO of Incline Wealth Advisors, a thriving wealth management firm based in Cincinnati. John launched his firm in 2020, just before the pandemic, and has impressively grown it to serve over 75 clients with a dedicated two person team supporting him and the firm’s continued growth.

In this episode, we delve into John's unique "barbell" approach to client management, focusing primarily on his niche work with business owners. John shares his insights on how he successfully guides these clients through the complex financial decisions involved in running their businesses.

With the experience of owning and managing not just Incline Wealth Advisors but also another business, John is exceptionally well-equipped to provide valuable advice. He discusses his flat fee pricing model and comprehensive service approach, offering listeners a transparent view of his strategies. Additionally, John shares a selection of book recommendations that have influenced his journey.

Whether you’re considering starting your own business or looking for ways to improve your financial management firm, this episode is packed with actionable insights. Join us for a compelling conversation with John Bovard that is inspiring and motivating!

What You’ll Learn From this Episode:

The importance of clear goals and daily consistency
How becoming a business owner can provide invaluable experience and knowledge when relating to other business owners as clients
The benefits and challenges of using your natural network to build your client base
The proper messaging and approach to use when asking prospective clients for their business
How getting to know your clients’ CPAs can lead to collaborations that will help meet the goals of your clients
Evaluating the long term potential in prospective clients and building upon opportunities that can arise in the future with them
How joining a business owner roundtable group can provide insights to better run your business and support your team
A list of books recommendations that can serve as foundational reading material for listeners that are considering starting their own firm

390 episodes