Ryan Mohr's guest appearances

Ryan Mohr

XYPN Radio

LifeBlood

Zach Teutsch

Sara Stanich

Brad Sherman

Scott MacKillop

George Kinder

Danna Jacobs

Taylor Schulte

Lauryn Williams

David Rae

Anna Sergunina

Sophia Bera

Anjali Jariwala

Daniel Crosby

James Matthews

Eric Roberge

OwlTail

Eric Thomas

Today, we have an exciting conversation with Ryan Mohr and Eric Thomas, owners of Clarity Capital Management, a fee-only firm out of Portland, OR, where we talk about all things partnering—how to do it, when to do it, and all of the potential benefits. Three and a half years ago, Ryan started his firm as the sole owner and built it to serve over 45 client households. As the pressures of growth continued, the desire to bring on a partner was at the forefront of his mind. On today’s show, Eric and Ryan talk about their decision to partner together, how they established equity buy-in for Eric, and the process they followed to finalize their agreements. Eric discusses why the timing was right for him to transition into the fee-only space now vs. when Ryan originally opened the firm. Ryan shares what it was like to offer equity into the company that he built from the ground up. This discussion provides a great example of how to partner with intentionality after a strong foundation has been built. If you’re interested in what it’s like to bring a partner into an established firm, this show is for you. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/303  

Today, we have an exciting conversation with Ryan Mohr and Eric Thomas, owners of Clarity Capital Management, a fee-only firm out of Portland, OR, where we talk about all things partnering—how to do it, when to do it, and all of the potential benefits. Three and a half years ago, Ryan started his firm as the sole owner and built it to serve over 45 client households. As the pressures of growth continued, the desire to bring on a partner was at the forefront of his mind. On today’s show, Eric and Ryan talk about their decision to partner together, how they established equity buy-in for Eric, and the process they followed to finalize their agreements. Eric discusses why the timing was right for him to transition into the fee-only space now vs. when Ryan originally opened the firm. Ryan shares what it was like to offer equity into the company that he built from the ground up. This discussion provides a great example of how to partner with intentionality after a strong foundation has been built. If you’re interested in what it’s like to bring a partner into an established firm, this show is for you. You can find show notes and more information by clicking here: <a href="http://www.xyplanningnetwork.com/303" rel="noopener nofollow" target="_blank">http://www.xyplanningnetwork.com/303</a>

Ep #303: Adding a Partner Into an Established Firm: A Conversation With Ryan Mohr and Eric Thomas

On this show, we talked about the right questions to ask regarding your finances, dealing with the complexities of modern financial life and the necessity of prioritization with Ryan Mohr, CFP, Principal and Founder of Clarity Capital Management.  Listen to learn how to avoid feeling overwhelmed by money issues! For the Difference Making Tip, scan ahead to 17:27! You can learn more about Ryan at ClarityCapitalMGMT.com, Facebook and LinkedIn. Interested in starting your own podcast?  Click HERE Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.  Check out Money Alignment Academy as well!

On this show, we talked about the right questions to ask regarding your finances, dealing with the complexities of modern financial life and the necessity of prioritization with Ryan Mohr, CFP, Principal and Founder of Clarity Capital Management.  Listen to learn how to avoid feeling overwhelmed by money issues! For the Difference Making Tip, scan ahead to 17:27! You can learn more about Ryan at <a href="https://www.claritycapitalmgmt.com/" rel="nofollow" target="_blank">ClarityCapitalMGMT.com</a>, <a href="https://www.facebook.com/Claritycapitalmgmt/" rel="nofollow" target="_blank">Facebook</a> and <a href="https://www.linkedin.com/in/ryan-mohr-cfp%C2%AE-45b372133/" rel="nofollow" target="_blank">LinkedIn</a>. Interested in starting your own podcast?  Click <a href="https://moneyalignmentacademy.thinkific.com/courses/launch-my-podcast" rel="nofollow" target="_blank">HERE</a> Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at <a href="http://georgegrombacher.com/" rel="nofollow" target="_blank">GeorgeGrombacher.com</a>, <a href="https://twitter.com/glgrombacher" rel="nofollow" target="_blank">Twitter</a>, <a href="https://www.linkedin.com/in/georgegrombacher/" rel="nofollow" target="_blank">LinkedIn</a>, <a href="https://www.instagram.com/glgrombacher/" rel="nofollow" target="_blank">Instagram</a> and <a href="https://www.facebook.com/GLGrombacher/" rel="nofollow" target="_blank">Facebook</a> or contact George at <a href="mailto:Contact@GeorgeGrombacher.com">Contact@GeorgeGrombacher.com</a>.  Check out <a href="https://moneyalignmentacademy.thinkific.com/" rel="nofollow" target="_blank">Money Alignment Academy</a> as well!

Clarity in Planning with Ryan Mohr