Levi Sanchez's guest appearances

Levi Sanchez

XYPN Radio

Jeff Rose

Michael Kitces

Bonnie Arnold

Anna Sergunina

Natalie Taylor

Eric Thomas

Michael Reynolds

Rob Brown

Mary Beth Storjohann

Farnoosh Torabi

Daniel Crosby

Dan Andrews

Cynthia Meyer

Michael Anderson

John McCarthy

OwlTail

We’re excited to have XYPN member Levi Sanchez, founder of Millennial Wealth, a fee-only firm in Seattle, Washington on the show today. Like many advisors, Levi got his start in this industry immediately after college at Merrill Lynch and went through their advisor training program. Although he only spent about three years there, he speaks highly of the experience and credits it for training him on establishing real personal rapport with clients.  After starting his CFP® curriculum and leaving Merrill, he decided to open up his own RIA with a then-business partner, both when they were just in their mid 20s. Although the partnership only lasted for about a year, Levi serves over 60 clients today on his own. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/263   

<p>We’re excited to have XYPN member Levi Sanchez, founder of Millennial Wealth, a fee-only firm in Seattle, Washington on the show today. Like many advisors, Levi got his start in this industry immediately after college at Merrill Lynch and went through their advisor training program. Although he only spent about three years there, he speaks highly of the experience and credits it for training him on establishing real personal rapport with clients.  After starting his CFP® curriculum and leaving Merrill, he decided to open up his own RIA with a then-business partner, both when they were just in their mid 20s. Although the partnership only lasted for about a year, Levi serves over 60 clients today on his own.</p> <p>You can find show notes and more information by clicking here: <a href="http://www.xyplanningnetwork.com/263" rel="noopener nofollow" target="_blank">http://www.xyplanningnetwork.com/263</a>   </p>

Ep #263: The Power Of The Niche: Strategically Marketing To Your Ideal Client To Accelerate Your Firm’s Growth, The Career of Levi Sanchez 