Ep #293: From Stay-at-Home Mom to Blogger to Helping Run a Financial Planning Business: A Conversation with Amy Artiga and Ben Wacek

Published: Feb. 3, 2021, 1 p.m.

b'

We\\u2019re excited to have XYPN member Ben Wacek, founder of Guide Financial Planning, and his firm\\u2019s Operations Manager, Amy Artiga, on the show today.\\xa0

A few years ago, Amy was a stay-at-home mom, looking to pivot into the financial planning industry, and she merged her interests of writing and helping pastors when she started a blog called the Pastor\\u2019s Wallet. After hearing Ben\\u2019s original interview on #XYPNRadio about targeting people who embodied biblical principles, pastors being some of those clients, Amy reached out to Ben about potentially working for him in a part-time capacity. The rest is, as they say, history.

Today, Amy continues to work part-time for Guide in a virtual capacity as an Operations Manager, but also helps build the actual business. Her blog has only gotten more popular and continues to send prospects to Guide. Ben discusses what it was like to hire when he wasn\\u2019t necessarily looking to, and discusses how Amy is an integral part of the firm. We discuss the EOS model, client surges, and what their future plans are for themselves and their business.\\xa0

If you want to learn about what it\\u2019s like to go from a stay-at-home mom, to helping run a financial planning firm targeting your ideal clients, then this show is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/293\\xa0\\xa0\\xa0\\xa0

'