#93 - Planning, Partnerships, and the Evolution of XY Planning Network - Dave Bowman
When a music performer turns to finance, unexpected things happen. David Bowman's journey from the arts to financial planning is one such story. In this episode, David shares how he discovered financial planning at Ohio State University and succeeded at a Central Ohio RIA.
Now the Director of Partnerships at XY Planning Network (XYPN), David's career path has been diverse: from odd jobs and recruitment to organizing conferences and founding a college planning education company. He discusses the growth of XYPN from a startup to a support hub for financial advisors.
David highlights the role of…
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