On this episode of XYPN Radio, we welcome Jason Speciner, CFP®, founder and CEO of Financial Planning Fort Collins, or FPFoCo, a comprehensive financial planning and tax preparation firm based in Fort Collins, Colorado. Jason, who last appeared on the show in 2019, returns to share exciting updates on his firm’s growth, the evolution of his team, and the challenges they’ve overcome along the way.

FPFoCo now serves over 120 clients, and Jason credits their success to the specialized expertise of his team and their commitment to continually improving processes and systems. In this episode, Jason dives into his personal journey of becoming a people leader, fostering an ensemble culture where each team member’s unique strengths contribute to creating exceptional financial plans for clients.

With a strong abundance mentality and a confident approach, Jason reflects on his entrepreneurial journey, offering valuable insights for anyone looking to build a passionate, process-oriented team while maintaining a fulfilling work-life balance. Don’t miss this inspiring conversation with Jason Speciner as he shares his experiences in growing FPFoCo into the thriving firm that it is today.

Tune in for an insightful interview that’s packed with actionable advice for financial planners and entrepreneurs alike.
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