Ryan Greiser's guest appearances

Ryan Greiser

XYPN Radio

Two Dates and a Dash Podcast

Debi Silber

Tony Whatley

Jeff Rose

Michael Kitces

Bonnie Arnold

John Davis

Lucas Mack

Anna Sergunina

Natalie Taylor

Eric Thomas

Michael Reynolds

Jason Moss

Rob Brown

Mary Beth Storjohann

Farnoosh Torabi

OwlTail

We’re excited to welcome XYPN member Ryan Greiser, founder of the Pennsylvania-based financial planning firm Opulus, to the show. Ryan started his professional career as an athletic trainer before a client recruited him into a financial planning firm, where “financial planning” was actually just cold calling and selling insurance. Ryan lasted three years before moving to a broker-dealer, and while he was able to do more planning there, he was still expected to sell insurance—and a lot of it at that. Ryan ultimately launched his own firm in 2019, and has been on a rapid growth trajectory ever since. Most recently, Ryan has been building out a cryptocurrency offering to support his clients, which has become a big driver of new business for his firm. In this episode, we talk extensively about Ryan’s cryptocurrency offering, going into the details of how he designed it and his vision for the future. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/338

We’re excited to welcome XYPN member Ryan Greiser, founder of the Pennsylvania-based financial planning firm Opulus, to the show. Ryan started his professional career as an athletic trainer before a client recruited him into a financial planning firm, where “financial planning” was actually just cold calling and selling insurance. Ryan lasted three years before moving to a broker-dealer, and while he was able to do more planning there, he was still expected to sell insurance—and a lot of it at that. Ryan ultimately launched his own firm in 2019, and has been on a rapid growth trajectory ever since. Most recently, Ryan has been building out a cryptocurrency offering to support his clients, which has become a big driver of new business for his firm. In this episode, we talk extensively about Ryan’s cryptocurrency offering, going into the details of how he designed it and his vision for the future. You can find show notes and more information by clicking here: <a href="http://www.xyplanningnetwork.com/338" rel="noopener nofollow" target="_blank">http://www.xyplanningnetwork.com/338</a>

Ep #338: Scaling to 100 Clients in 3 Years & Working 3-Day Weeks: A Conversation with Ryan Greiser, CFP® 

Fran Walsh

I’ve worked in the financial industry since 2011. Before that, I obtained my bachelor’s degree from Liberty University. As a CERTIFIED FINANCIAL PLANNER™ , I’m passionate about educating and empowering clients so they can make the most of their wealth. My passion for this work stems from the opportunity to gain new perspectives and insights.Your wealth is simply a tool that, when utilized correctly, can help ensure your life is filled with the items, experiences and opportunities that matter most to you.A fiduciary independent Registered Investment Advisor (RIA), Opulus’s mission is to deliver transparent advice that serves your best interests in all aspects of your life — your family, your career and your aspirations. Passionate about technology, we are constantly looking for new ways to enhance our offering. When you work with us, we view our time together as an ongoing collaboration, one that continues to grow and evolve with you, whether you’re looking towards retirement or establishing yourself in a lucrative career.The size of our firm is intentional. We want to ensure every one of our clients receives the same level of care, attention and service. While we are a smaller firm, we have strategic alliances with a multitude of professionals who offer expertise in a variety of industries such as taxes, law, insurance and banking.Ryan Greiser:  Currently, I live in Doylestown, PA with my wife, Jessica, and two sons. My interests outside of work include traveling with my family, attending football games and firing up the grill for family and friends on the weekend. Beyond Opulus, I am a member of the Maxwell Football Club and Financial Planning Association. I’m also a big Philadelphia sports fan, Go Birds!Fran Walsh: Growing up, I always knew I wanted to work in the financial industry. I believe financial planning is a great way to help people achieve the lifestyle they always wanted for both themselves, and their family. I am committed to helping people from a variety of backgrounds utilize their wealth to their advantage so they can live a more fulfilling life.  I graduated from Villanova Universities School of Business with a bachelor’s degree in finance. And with enough experience under my belt to qualify for the exam, I am currently pursuing my CFP® designation. In my free time, I love to exercise and go to the beach with my friends and family. Outside of work, I am a member of Team Walsh, the Maxwell Football Club, &amp; a supporter of Athletes Helping Athletes as well as the Bux-Mont Saints. Last &amp; certainly not least... I am avid fan of our beloved Philadelphia Eagles.For more information about Opulus, please visit www.opulus.us.  To listen and subscribe to their podcast, Inside the Path to Success Podcast, please click:  https://podcasts.apple.com/us/podcast/path-to-success/id1488162772

I’ve worked in the financial industry since 2011. Before that, I obtained my bachelor’s degree from Liberty University. As a CERTIFIED FINANCIAL PLANNER™ , I’m passionate about educating and empowering clients so they can make the most of their wealth. My passion for this work stems from the opportunity to gain new perspectives and insights.Your wealth is simply a tool that, when utilized correctly, can help ensure your life is filled with the items, experiences and opportunities that matter most to you.A fiduciary independent Registered Investment Advisor (RIA), Opulus’s mission is to deliver transparent advice that serves your best interests in all aspects of your life — your family, your career and your aspirations. Passionate about technology, we are constantly looking for new ways to enhance our offering. When you work with us, we view our time together as an ongoing collaboration, one that continues to grow and evolve with you, whether you’re looking towards retirement or establishing yourself in a lucrative career.The size of our firm is intentional. We want to ensure every one of our clients receives the same level of care, attention and service. While we are a smaller firm, we have strategic alliances with a multitude of professionals who offer expertise in a variety of industries such as taxes, law, insurance and banking.Ryan Greiser:  Currently, I live in Doylestown, PA with my wife, Jessica, and two sons. My interests outside of work include traveling with my family, attending football games and firing up the grill for family and friends on the weekend. Beyond Opulus, I am a member of the Maxwell Football Club and Financial Planning Association. I’m also a big Philadelphia sports fan, Go Birds!Fran Walsh: Growing up, I always knew I wanted to work in the financial industry. I believe financial planning is a great way to help people achieve the lifestyle they always wanted for both themselves, and their family. I am committed to helping people from a variety of backgrounds utilize their wealth to their advantage so they can live a more fulfilling life.  I graduated from Villanova Universities School of Business with a bachelor’s degree in finance. And with enough experience under my belt to qualify for the exam, I am currently pursuing my CFP® designation. In my free time, I love to exercise and go to the beach with my friends and family. Outside of work, I am a member of Team Walsh, the Maxwell Football Club, &amp; a supporter of Athletes Helping Athletes as well as the Bux-Mont Saints. Last &amp; certainly not least... I am avid fan of our beloved Philadelphia Eagles.For more information about Opulus, please visit <a href="http://www.opulus.us" rel="nofollow" target="_blank">www.opulus.us</a>.  To listen and subscribe to their podcast, Inside the Path to Success Podcast, please click:  <a href="https://podcasts.apple.com/us/podcast/path-to-success/id1488162772" rel="nofollow" target="_blank">https://podcasts.apple.com/us/podcast/path-to-success/id1488162772</a>

Two Dates and a Dash Podcast Episode 97: Former D1 Football Players and Founders of Opulus Financial, Ryan Greiser and Fran Walsh