Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility

Published: April 22, 2020, noon

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We are excited to have XYPN members Sean Gillespie and Paul Allen - founders of the fee-only firm Redeployment Wealth Strategies, located in Virginia Beach, VA - on the show today. Both Sean and Paul served in the Navy for over 20 years, and chose financial planning as their encore careers.

We discuss at length how Sean and Paul teamed up to rebrand Paul\\u2019s RIA into their own three\\xa0years ago after meeting by chance through a Facebook Group and how they began to serve\\xa0their people: former and active military members. We also talk about the benefits of the\\xa0monthly retainer model and how charging their clients on a monthly fee has insulated them\\xa0from the impact of the COVID-19 pandemic.

With COVID-19 changing many aspects of our lives, learn how Sean and Paul have managed to\\xa0stay successful because of their choice in niche (military personnel), their active participation\\xa0within their online communities, and their partnership.

If you\\u2019re interested in how to build a business that protects you, your business, and clients\\xa0during turbulent and uncertain times, then this episode is for you.\\xa0\\xa0

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/252\\xa0\\xa0\\xa0\\xa0\\xa0

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