I’m grateful to have Roland McIntyre on the podcast for this episode. He is an XYPN member and founder of Mountaintop Wealth, his own fee-only RIA where he focuses on serving underrepresented and underserved communities including those in military or public service. We got connected awhile back and after meeting each other at XYPN Live last year, I knew I had to have him on the podcast to talk about his career journey.
Roland shares about his origin story of money and his desire to be a financial advisor going back to 7th grade. After leaving active duty, he was first told he needed sales experience before he could get into the financial services industry … so he did just that, selling cable door to door. That theme of persistence comes up throughout our conversation and I love his passion and dedication to this profession.
Roland ultimately went to work for AIG where he rapidly advanced through a variety of roles and positions, learning the ins and outs of the company products, how to communicate in plain language with clients and other professionals alike, and expanding his knowledge across many areas of financial planning.
Although he admits he never considered himself an entrepreneur, Roland is building a great firm that meets clients where they are at with a desire to help close the racial wealth gap. We talk about his variety of service and fee options that help educate clients who have never worked with a fee-only advisor before and how his educational content and community networking are compounding the marketing impact. I know you will learn something from Roland’s career journey!
https://mountaintopwealth.com/
https://www.linkedin.com/in/roland-mcintyre-cfp%C2%AE-chfc%C2%AE-1b8b1b23/