Behind The Advisor
Ep #97: Surviving the First Year to Thriving in the Second Year - An Interview with Dan Andrews
26 Apr 2017
Just a few years ago, Dan Andrews was working as an investment manager for a broker dealer and running a side blog about personal and professional development. After attending the 2015 FPA Conference in Boston, Dan realized that there was a path in the financial services industry that was more aligned with his interests, expertise and values. In this interview, Dan and I talk about his journey to becoming an independent financial planner at his firm Well Rounded Success. He shares his experience as an investment manager and the blog that helped him realize being a financial planner was the right move for him. Dan also opens up about his very intentional practice of self-reflection, and how you can integrate it into your work, too. You can find show notes and more information by clicking here: www.xyplanningnetwork.com/97
No persons identified in this episode.
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster
Other recent transcribed episodes
Transcribed and ready to explore now
3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE
01 Jan 1970
El Partidazo de COPE
Buchladen: Tipps für Weihnachten
20 Dec 2025
eat.READ.sleep. Bücher für dich
BOJ alza 25pb decennale sopra 2%, Oracle vola con accordo Tik Tok, 90 mld eurobond per Ucraina | Morning Finance
19 Dec 2025
Black Box - La scatola nera della finanza
365. The BEST advice for managing ADHD in your 20s ft. Chris Wang
19 Dec 2025
The Psychology of your 20s
LVST 19 de diciembre de 2025
19 Dec 2025
La Venganza Será Terrible (oficial)
Cuando la Ciencia Ficción Explicó el Mundo que Hoy Vivimos
19 Dec 2025
El Podcast de Marc Vidal