Ep #361: Radically Grow Revenue by Niching What and Who You Know: With Brian ONeill

Published: May 17, 2023, noon

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In this fun conversation with XYPN member Brian O\'Neill, CFP\\xae, founder of Winged Wealth Management and Financial Planning, we hear how niching not only what you know, but who you know can radically grow your business\\u2014even in the first year!\\xa0 Brian spent the first 20 years of his career as an Air Force pilot, during which time he developed a passion for personal finance. After considering what to do after retirement from the military, he decided to launch a firm dedicated to working with fighter pilots like himself.

Brian launched his firm in January 2021 and came out of the starting gates hot, working with 30 clients in his first year, 23 of which were retainer clients. He\'s grown quickly and shared that he\'ll gross over $200,000 in 2023, just his third year in business.\\xa0 He shared his marketing secret sauces that helped him grow quickly as well as build upon the equity of trust his fellow fighter pilots feel towards each other.\\xa0

Finally, we talked about his view of the future of the business and how that\'s changed from a plan to stay solo to a desire to grow, not only to serve more clients in need of his services but also his family\\u2014in the form of a succession plan for his business. Every entrepreneur has to make a similar decision, and I think you\\u2019ll find his thoughts on the subject illuminating if you\\u2019re near that junction in your journey.

\\xa0-Alan

You can find show notes and more information by clicking here:\\xa0http://www.xyplanningnetwork.com/361

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