Behind The Advisor
Episodes
Ep #313: Loving Your Business 20 Years In: An Interview with Cathy Curtis
14 Jul 2021
Contributed by Lukas
We're excited to introduce you to Cathy Curtis, founder of Curtis Financial Planning, a fee-only firm out of Oakland, CA. Cathy has run her firm for o...
Ep #312: Serving Retirees & Pre-Retirees Your Own Way: A Conversation with Vinicius Hiratuka
30 Jun 2021
Contributed by Lukas
We're excited to welcome Vinicius "V" Hiratuka, founder of Elevated Retirement Financial Services, on the show today. V serves just over 50 client hou...
Ep #311: Growing As an Entrepreneur From the Startup Phase to the Enterprise Phase: A Check-in with Alan Moore
16 Jun 2021
Contributed by Lukas
We're excited to have Alan Moore, the CEO and Co-Founder of XYPN, on the show today. XYPN just celebrated its 7th year, and it's been about a year and...
Ep #310: Two Million Dollars of Revenue in Four Years: A Conversation with Shane Mason and AJ Ayers
02 Jun 2021
Contributed by Lukas
We're excited to welcome back Shane Mason and AJ Ayers, co-founders of Brooklyn FI, for a check-in on their growth trajectory since we last spoke with...
Ep #309: The Power of a Mastermind Group: A Conversation with Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne Ross
26 May 2021
Contributed by Lukas
We're excited to have four XYPN members and firm owners on the show today. Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne Ross were introduc...
Ep #308: Enhancing the Value of XYPN Membership with Executive Experience: With Vince Hockett
19 May 2021
Contributed by Lukas
We're honored to welcome Vince Hockett, XYPN's Chief Revenue Officer, to the show today. Vince joined the XYPN team just about one year ago and has br...
Ep #307: Investment Storytelling: An Interview with Kelly Klingaman
12 May 2021
Contributed by Lukas
Today, we're excited to introduce you to Kelly Klingaman, Vice President and Regional Director of Dimensional Fund Advisors (DFA). Kelly has worked in...
Ep #306: How DEI Makes Firms Thrive: An Interview with Cindu Thomas-George
05 May 2021
Contributed by Lukas
In today's episode, we're honored to speak with Cindu Thomas-George, a professor and the owner of Shakthi Diversity and Equity Training. Cindu joins...
Ep #305: Embracing an Expanding Compliance Program: A Discussion with Shelby Brown and Terria Heng
28 Apr 2021
Contributed by Lukas
Today, we have the privilege of talking to Terria Heng and Shelby Brown, two of XYPN's Compliance Coaches who together have nearly two decades of expe...
Ep #304: Supporting Clients Through Grief and Transition: A Conversation with Julie Quick and Chris Dale
21 Apr 2021
Contributed by Lukas
Today we have the honor of speaking with Chris Dale and Julie Quick, two XYPN members and RIA owners who make a tremendous impact in their clients' li...
Ep #303: Adding a Partner Into an Established Firm: A Conversation With Ryan Mohr and Eric Thomas
14 Apr 2021
Contributed by Lukas
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, whe...
Ep #302: The Real Value of an Intern: A Conversation with Pearl Michalson
07 Apr 2021
Contributed by Lukas
Today we're excited to welcome Pearl Michalson, XYPN's Internship Coordinator, to the show. Pearl has built XYPN's internship program from the ground ...
Ep #301: Hiring A Spouse - A Conversation with Ashlee deSteiger and David Rae
31 Mar 2021
Contributed by Lukas
We're incredibly excited to have Ashlee deSteiger and David Rae—two XYPN advisors and RIA owners—on the show today to talk about everything that c...
Ep #300: From Unfulfilled Employees to Independent RIA Owners: A Conversation with Tremaine Wills and Charles Ho
24 Mar 2021
Contributed by Lukas
Today, we have two remarkable XYPN members—Tremaine Wills and Charles Ho—on the show. Tremaine and Charles both left the broker-dealer space knowi...
Ep #299: Considerations for Special Needs Planning: A Discussion With Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks
17 Mar 2021
Contributed by Lukas
We're thrilled to have four incredible XYPN members on the show with us today: Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks. Each adv...
Ep #298: Strategic and Authentic Podcasting: A Conversation with Aaron Agte, Michael Reynolds, and Trishul Patel
10 Mar 2021
Contributed by Lukas
Today, we're excited to talk with three extraordinary people—Aaron Agte, Michael Reynolds, and Trishul Patel—with three remarkable things in commo...
Ep #297: Embracing Career Change: A Conversation with Cathy Morgan and James Hindes
03 Mar 2021
Contributed by Lukas
We're excited to have Cathy Morgan and James Hindes on the show today to talk about their respective firms, Assess Financial Freedom and ENOW Financi...
Ep #296: Transitioning an Established Practice to Fee-Only: A Conversation with John Mason and Tommy Blackburn
24 Feb 2021
Contributed by Lukas
We're excited to have John Mason and Tommy Blackburn on the show today. John and Tommy are partners at Mason & Associates, a fee-only firm out of Newp...
Ep #295: Storytelling to Build Your Brand: A Conversation with Kelly Moorman
17 Feb 2021
Contributed by Lukas
We're honored to have XYPN Director of Brand Communications, Kelly Moorman, on the show today to talk about all things brand. Kelly is a trained chemi...
Ep #294: Building an Authentic Firm That's a Magnet for Clients: A Discussion with Anna N'Jie Konte
10 Feb 2021
Contributed by Lukas
We're excited to have XYPN member Anna N'Jie Konte, the founder of the fee-only firm Dare to Dream Financial Planning out of Kensington, MD, on the sh...
Ep #293: From Stay-at-Home Mom to Blogger to Helping Run a Financial Planning Business: A Conversation with Amy Artiga and Ben Wacek
03 Feb 2021
Contributed by Lukas
We're excited to have XYPN member Ben Wacek, founder of Guide Financial Planning, and his firm's Operations Manager, Amy Artiga, on the show today. We...
Ep #292: Fee-Only, Fiduciary, and Fully Independent Financial Planning Without Judgment: A Conversation with Todd Pouliot
27 Jan 2021
Contributed by Lukas
We're excited to have XYPN member Todd Pouliot, owner of Gateway Financial, a fee-only firm out of Northfield, OH, on the show today. Todd started his...
Ep #291: Serving Couples as a Couple: An Interview with Dan and Natalie Slagle
20 Jan 2021
Contributed by Lukas
We're excited to have XYPN members Dan and Natalie Slagle, owners of Minnesota-based fee-only firm, Fyooz Financial Planning, on the show today. Dan a...
Ep #290: A Technology Professional in the Financial Planning Space: A Discussion with Taylor Deardorff
13 Jan 2021
Contributed by Lukas
We're excited to have XYPN teammate, Taylor Deardorff, on the show today. Taylor currently manages XYPN's Tech Team as the Product Owner, a role that ...
Ep #289: Navigating the Finance Industry: The Career of Lamar Watson
06 Jan 2021
Contributed by Lukas
We're excited to have XYPN member Lamar Watson, owner of Dream Financial planning...
Ep #288: XYPN's 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces
30 Dec 2020
Contributed by Lukas
Today, XYPN co-founders, Alan Moore and Michael Kitces, join us for a special episode to discuss the findings of XYPN's 2020 Benchmarking Survey. Each...
Ep #287: Applying Startup Experience to the First 12 Months of Business: The Career of Natalie Taylor
23 Dec 2020
Contributed by Lukas
We're excited to have XYPN member Natalie Taylor, owner of Natalie Taylor Consulting Services, on the show today. Natalie is only 10 months into build...
Ep #286: Evolving as a Business Owner: An Update with Helen Ngo
16 Dec 2020
Contributed by Lukas
We're excited to have XYPN member Helen Ngo, Founder of the Atlanta-based RIA, Capital Benchmark Partners, on the show today. A lot has changed for He...
Ep #285: Creating a Global Financial Planning Institute: An Update with Ashley Murphy
09 Dec 2020
Contributed by Lukas
We're excited to have XYPN member Ashley Murphy, Founder of Areté Wealth and the Global Financial Planning Institute (GFP), on the show today. This i...
Ep #284: Launching a Part-Time Firm During the COVID Era: The Career of Brooklyn Brock
02 Dec 2020
Contributed by Lukas
We're excited to have XYPN member Brooklyn Brock, Founder of Ellevate Advisors, a fee-only firm in Tulsa, OK, on the show today. Brooklyn is a third-g...
Ep #283: From Financial Planner to App Developer - The Career of Pierre-Emmanuel Jouve
25 Nov 2020
Contributed by Lukas
We're excited to have XYPN member Pierre-Emmanual Jovue, owner of InsuraWealth, a fee-only firm out of Tampa, FL, on the show today. Pierre started hi...
Ep #282: The Benefits of Keeping Up With Your Accounting - A Discussion with Dan Keslin
18 Nov 2020
Contributed by Lukas
We're excited to have XYPN teammate, Dan Keslin, on the show today. Dan is the Director of XYPN Books and he joins us today to shine light on the resp...
Ep #281: Retired Engineer Turned Business Owner Serving Engineers - The Career of Britton Gregory
11 Nov 2020
Contributed by Lukas
We're excited to have XYPN member Britton Gregory, owner of Austin-based fee-only firm, Seaborn Financial, on the show today. Britton had a long caree...
Ep #280: Doubling Revenue by Bringing on a Partner - The Career of Justin Brownlee
04 Nov 2020
Contributed by Lukas
We're excited to have XYPN member Justin Brownlee, owner of the Houston-based fee-only firm Brownlee Wealth Management, on the show. Justin started hi...
Ep #279: Alternative Career Paths in the Financial Planning Industry: An Interview with Lucy Robeson
28 Oct 2020
Contributed by Lukas
We're thrilled to have Lucy Robeson, the Managing Director of AdvicePay, a compliant payment processor for financial advisors, on the show today. Like...
Ep #278: Motherhood and Firm Ownership: How To Master Both - Tips from Morgen Rochard
21 Oct 2020
Contributed by Lukas
We're excited to have XYPN member Morgen Rochard, owner of Origin Wealth Advisors, a fee-only firm out of Austin, TX, on the show today. Morgen joined...
Ep #277: Outsourcing Tax Preparation to Build a Scalable RIA
14 Oct 2020
Contributed by Lukas
We're excited to have Emily Purdon, Director of XY Tax Solutions (XYTS), and Sara Williams, Operations Specialist at XYTS, on the show today. We dive ...
Ep #276: A Four-Year Check-In with Cady North: Financial Planner and Now, Author
07 Oct 2020
Contributed by Lukas
We're excited to have XYPN member Cady North, owner of North Financial Advisors, a fee-only firm in San Diego, California, on the show today. Cady joi...
Ep #275: College Planning, Student Loans, and Today's Economic Realities: An Interview with Heather Jarvis and Joe Messinger
30 Sep 2020
Contributed by Lukas
We're excited to have student loan expert, Heather Jarvis, and college funding expert, Joe Messinger, on the show today. This year for #XYPNLIVE(ish),...
Ep #274: Life Planning as a Fiduciary Responsibility: An Interview with George Kinder and Lora Woodward
23 Sep 2020
Contributed by Lukas
We're honored to have George Kinder, who many know as the founder of life planning, and Lora Woodward, Communications Director at the Kinder Institute...
Ep #273: Leveraging Video to Establish Credibility - An Interview with Candice Carlton
16 Sep 2020
Contributed by Lukas
We're excited to have Candice Carlton, a digital marketing expert, on the show today to talk about her upcoming #XYPNLIVE(ish) Post-Con, a workshop ti...
Ep #272: Leveling-Up: How to Scale a Business with Wendy Marsden
09 Sep 2020
Contributed by Lukas
We're excited to have XYPN member Wendy Marsden, owner of ProsperiTea Planning, out of Greenfield MA, on the show today. Wendy is currently in what ...
Ep #271: Leveraging Previous Relationships to Build a Firm During a Pandemic with Luis Rosa
02 Sep 2020
Contributed by Lukas
We're excited to welcome our one-thousandth XYPN member, Luis Rosa, owner of Build a Better Financial Future, a fee-only firm in Las Vegas, Nevada on ...
Ep #270: Scaling Your Compliance Program
26 Aug 2020
Contributed by Lukas
We're honored to welcome Scott Gill, XYPN Senior Compliance Consultant, and Abby Morton, an XYPN member and partner of Goldman Financial Planning, a f...
Ep #269: Debunking the Registration Process with Travis Johnson and Kendra Rehm-Dehn
19 Aug 2020
Contributed by Lukas
We're excited to have both Travis Johnson, XYPN's Director of Compliance, and Kendra Rehm-Dehn, an XYPN Compliance Specialist, on the show today. Simp...
Ep #268: Alternative Career Paths in the Financial Planning Industry: The Career of Emily Purdon
12 Aug 2020
Contributed by Lukas
We're honored to interview Emily Purdon, XYPN's former Financial Planning and Process Coach (transitioning to Director of XY Tax Solutions), on the sh...
Ep #267: Supporting BIPOC Advisors on the Path to the CFP
05 Aug 2020
Contributed by Lukas
We're honored to interview the leaders of the XYPN Diversity Committee - Shehara Wooten, Miguel Gomez, Ryan Frailich, and Abel Soares - on the show to...
Ep #266: Helping Clients Make An Impact Through SRI/ESG Investing - The Careers of Erica Blake and Jan Schalkwijk
29 Jul 2020
Contributed by Lukas
We're honored to have XYPN members Jan Schalkwijk and Erica Blake on the show today to talk about how they've incorporated Socially Responsible Invest...
Ep #265: Building An Inclusive Firm That Creates Opportunities For Women and People of Color To Grow and Succeed: The Career of Jocelyn Wright
22 Jul 2020
Contributed by Lukas
Join us as we discuss Jocelyn Wright's experiences being the first and only Black person in many rooms over the years in her industry, and how she has...
Ep #264: The Significance of the Reg BI Challenge with Michael Kitces
15 Jul 2020
Contributed by Lukas
We're thrilled to welcome back XYPN co-founder and Industry Guru, Michael Kitces, to the show today to talk through XYPN's lawsuit against the SEC. As...
Ep #263: The Power Of The Niche: Strategically Marketing To Your Ideal Client To Accelerate Your Firm's Growth, The Career of Levi Sanchez
08 Jul 2020
Contributed by Lukas
We're excited to have XYPN member Levi Sanchez, founder of Millennial Wealth, a fee-only firm in Seattle, Washington on the show today. Like many advi...
Ep #262: Supporting, Coaching, & Empowering Women Through Major Financial Decisions As a Certified Money Coach, The Career of Therese Nicklas
01 Jul 2020
Contributed by Lukas
We're excited to have XYPN member Therese Nicklas, owner of Wealth Coach for Women, a fee-only firm in Rockland, MA, on the show today. With 40 years ...
Ep #261: Jumping Careers In Her 40s And Building Confidence In The Industry While Slowly Building Her RIA, The Career Of Leslie Ransom
24 Jun 2020
Contributed by Lukas
We're excited to have XYPN member Leslie Ransom, owner of Indie Financial Planning, a fee-only firm in Chicago, IL, on the show today. Having spent ne...
Ep #260: A Non-Traditional Approach To Building A Firm: Working Full-Time To Remain Cash Flow Positive, The Career Of Tyler Landes
17 Jun 2020
Contributed by Lukas
We're excited to have XYPN member Tyler Landes, owner of Tandem Financial Guidance, a fee-only firm in Kansas City, Missouri, on the show today. Tyler...
Ep #259: Lifting the Mental Health Stigma: How Prioritizing Happiness and Changing Careers Can Help You Live a More Fulfilling Life, The Career of Dave Rowan
10 Jun 2020
Contributed by Lukas
We're excited to have XYPN member Dave Rowan, owner of Rowan Financial, a fee-only firm in Bethlehem, PA, on the show today. Dave is a career changer;...
Ep #258: Pivoting Niches While Remaining Mission-Driven: The Career of Angie Furubotten-LaRosee
03 Jun 2020
Contributed by Lukas
We are thrilled to have XYPN member, Angie Furubotten-LaRosee, owner of Avea Financial Planning, a fee-only firm in Richland, WA, on the show today. A...
Ep #257: The Experiences of Running a Newly Launched Firm During the 2008 Market Crash with Diana Bacon and Scott Bell
27 May 2020
Contributed by Lukas
We're excited to have XYPN members Diana Bacon with FSG out of Dallas, TX, and Scott Bell with GDP Inc out of Manhattan Beach, CA on today's show. Bot...
Ep #256: Navigating The Way Forward with XYPN's Advisor Success Team
20 May 2020
Contributed by Lukas
This week, we're changing things up and are excited to have XYPN coaches Emily Purdon, Arlene Moss, Carolyn Dalle-Molle and BB Webb on the podcast tod...
Ep #255: Building A Deliberate Firm As An Introvert: The Career Of Chuck Donalies
13 May 2020
Contributed by Lukas
We're thrilled to share the story of XYPN member, Chuck Donalies, on the show today. Chuck is the owner of Donalies Financial Planning, a fee-only fir...
Ep #254: Lessons and Similarities of Past Market Downturns
06 May 2020
Contributed by Lukas
Today, I'm excited to welcome Kenneth Klabunde, founder of Precedent Asset Management in Indianapolis. When we last spoke with Kenneth four years ago,...
Ep #253: How to Communicate Authentically with Clients During a Time of Crisis
29 Apr 2020
Contributed by Lukas
We're honored to have XYPN members Ian Bloom, Meg Bartelt, Brian Thompson and Leighann Miko on the show today as they talk about communicating authent...
Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility
22 Apr 2020
Contributed by Lukas
We are excited to have XYPN members Sean Gillespie and Paul Allen - founders of the fee-only firm Redeployment Wealth Strategies, located in Virginia ...
Ep #251: Making Advice Available in the Time of COVID-19
15 Apr 2020
Contributed by Lukas
On this special episode centered around COVID-19 and XYPN's pro bono effort, we are joined by long-time XYPN members Kevin Mahoney, founder and CEO of...
Ep #250: Transitioning into a Family Business - The Career of Scott Weiss
08 Apr 2020
Contributed by Lukas
Scott Weiss is the owner of Weiss Financial Group, a fee only firm in Mahopac, NY. In today's episode, we discuss Scott's previous career as an art di...
Ep #249: 40 Years In The Industry and Still Loving It: An Interview with Martha Williams
01 Apr 2020
Contributed by Lukas
Martha Williams is the owner of Williams Wealth Services, a fee-only firm in Ann Arbor, MI. Like many advisors, Martha began her career in this indust...
Ep #248: Learning to Love The Process: Scaling a Successful RIA While Still Enjoying Your Life - The Career of Trent Porter
25 Mar 2020
Contributed by Lukas
Trent Porter is the owner of Priority Financial Partners, a fee-only firm in Durango, CO. Trent began his career in this industry and, after graduatin...
Ep #247: Leveraging Technology and Broker-Dealer Experience - The Career of Cliff Downie
18 Mar 2020
Contributed by Lukas
Cliff Downie is the owner of Downie Financial Group, a fee-only firm in Orange County, California. Cliff has spent his career in this industry, going ...
Ep #246: From Investor Relations To Running A Completely Virtual RIA - The Career of Kelly Luethje
11 Mar 2020
Contributed by Lukas
Kelly Luethje is the owner of Willow Planning Group, a fee-only firm in Holderness, New Hampshire. Kelly spent most of her early career working in inv...
Ep #245 - From Corporate Life to Building a Lifestyle Practice - The Career of Joe Morgan
04 Mar 2020
Contributed by Lukas
Joe Morgan is the owner of Best Financial Life, a fee-only firm in Danville, California. Joe has spent his career on the corporate side of this indust...
Ep #244: Building a Progressive Team Culture with Amy Irvine & Rooted Planning Group
26 Feb 2020
Contributed by Lukas
Rooted Planning Group is a firm started by XYPN member Amy Irvine, and it consists of financial planners Kate Welker, Kerrie Beene, and Becky Partridg...
Ep #243: Mother of Three and Advisor to Forty: The Growth of Denise Downey's Financial Trex
19 Feb 2020
Contributed by Lukas
Denise Downey is the owner of Financial Trex, a fee-only firm located in Spokane, Washington. One of the first 50 women to join XYPN, Denise has worke...
Ep #242: Film Production to a Lifestyle Firm: The Career Change of Rob Brown
12 Feb 2020
Contributed by Lukas
Today XYPN member Rob Brown, owner of Brownsboro Financial, joins the show. After starting his career in the film industry as a production manager, he...
Ep #241: Erik Klumpp - From Stay-At-Home Dad To Owning Three Businesses
05 Feb 2020
Contributed by Lukas
Erik Klumpp is the owner of Chessie Advisors, a fee-only firm in Rochester Hills, Michigan. After gaining invaluable experience at four different firm...
Ep #240: Creating a Tool to Facilitate Meaningful Money Conversations Among Family Members: The 30-Year Career of Hillie Katzeff
29 Jan 2020
Contributed by Lukas
Relationships, trust, and follow-through with clients are all incredibly important in the financial advising field. XYPN member Hillel Katzeff joins u...
Ep #239: Specializing in ESG and Offering a Flat-Fee: An Interview with Scott Arnold
22 Jan 2020
Contributed by Lukas
Scott Arnold is the owner of Impact Folio, a fee-only firm in Denver, Colorado. After starting his career in this industry—working both at Schwab an...
Ep #238: Leighann Miko: Using Your Own Money Scripts to Build Your Ideal Firm
15 Jan 2020
Contributed by Lukas
Leighann Miko is the owner of Equalis Financial, a fee-only firm in Los Angeles, California. Although she began her career in this industry, her money...
Ep #237: Personalize Your Sales Process with BB Webb
08 Jan 2020
Contributed by Lukas
BB Webb is XYPN's sales coach, having joined the team with the unique experience of being an entrepreneur herself. Today she joins the show to discuss...
Ep #236: Audits: The Do's and Don'ts According to a Former Regulator: An Interview with Kingston Hollman
01 Jan 2020
Contributed by Lukas
Kingston Hollman is one of XYPN's compliance consultants and a former regulator with the state of Minnesota. Having been a financial advisor and firm ...
Ep #235: Merging Firms To Better Serve Clients: The Rapid Growth Of FDS
25 Dec 2019
Contributed by Lukas
Today we are joined by the team from Financial Design Studio (FDS), a fee-only firm in Deer Park, Illinois. Husband and wife duo Michelle and Stephen ...
Ep #234: A Successful Succession Plan with David Shotwell
18 Dec 2019
Contributed by Lukas
Today we have XYPN member David Shotwell on the show! Now the owner of Shotwell Rutter Baer, David says he feels like he is just getting started—des...
Ep #233: Alex Yeager - Embracing a Psychographic Niche and Keeping Your Planning Firm Personal
11 Dec 2019
Contributed by Lukas
Alex Yeager started his career out of college at Vanguard, gaining valuable experience working with clients and their investments. After feeling as th...
Ep #232: Breaking Free From Broker-Dealers with Craig Joncas and Jim Bradley
04 Dec 2019
Contributed by Lukas
Today XYPN member Craig Joncas and his partner, Jim Bradley, join the show to share their experience building Penobscot Financial Advisors. As Jim rev...
Ep #231: Dualing Careers: Intentionally Designing a Lifestyle Practice for Two Career Paths
27 Nov 2019
Contributed by Lukas
Lorri DeFoor started her career as a math teacher, and though she loved it, she became restless just a few years ago. Realizing her skills were transf...
Ep #230: 2019 Benchmarking Survey Results Review with Alan & Kitces
20 Nov 2019
Contributed by Lukas
Every year, we collect data from our members to track where they are in their business so we can better understand their journeys and what new members...
Ep #229: Building Holistiplan: How Curiosity Turned Into an Industry-Changing Tool
13 Nov 2019
Contributed by Lukas
Today we have the founder of Holistiplan—and winner of this year's XYPNLIVE FinTech competition—Roger Pine on the show! After starting out as an e...
Ep #228: Why XY Planning Network Sued the SEC Over Reg BI - With Michael Kitces
06 Nov 2019
Contributed by Lukas
This year, we announced that we would be suing the SEC over Regulation Best Interests, better known as Reg BI, and many people have asked some great q...
Ep #227: From Marketing Expert to Financial Advisor for Hispanic Clients - The Career of Miguel Gomez
30 Oct 2019
Contributed by Lukas
Today XYPN member Miguel Gomez joins the show to share how his marketing career turned into a financial planning career. Originally from Mexico, Migue...
Ep #226: Serving Globally Mobile Clients - An Interview with Hui-chin Chen
23 Oct 2019
Contributed by Lukas
Hui-chin Chen specializes in working with U.S. citizens around the world, as well as visa holders in the United States. Using her own experience livin...
Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly
16 Oct 2019
Contributed by Lukas
After working in corporate banking for 11 years, Megan Donnelly saw a need arise as she witnessed firsthand the fear and mistakes people made during t...
Ep #224: Leveraging Investors to Launch Their Financial Life Firm - The Careers Cristina Livadary & Stephanie Bucko
09 Oct 2019
Contributed by Lukas
You have the chance to gain or lose mana with everything you do. What is mana? Today you'll find out the importance of this word, as well as the value...
Ep #223: Going All-In on a Niche and Ramping Growth - The Career of Adam Cmejla
02 Oct 2019
Contributed by Lukas
From broker-dealer to independent broker-dealer to building his own independent RIA, Adam Cmejla has had quite the journey to creating a business and ...
Ep #222: Building Your Business with Intentionality featuring Eric Roberge
25 Sep 2019
Contributed by Lukas
Starting and running a business takes intentionality, but it's easy for that intention to fizzle in the chaos of entrepreneurship. Today Eric Roberge,...
Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason
18 Sep 2019
Contributed by Lukas
Today we have XYPN members and founders of Brooklyn FI, AJ Ayers and Shane Mason, on the show! The pair has achieved explosive growth, and they join u...
Ep #220: Building a Firm from Scratch - The Career of Ryan Bayonnet
11 Sep 2019
Contributed by Lukas
Today I've got XYPN member and founder of Hyland Financial Planning, Ryan Bayonnet, on the show to share his experience moving into owning his own pra...
Ep #219: Adding 100 Clients This Year with a Team of 6 by Focusing On His Niche - The Career of Daniel Hannoush
04 Sep 2019
Contributed by Lukas
Daniel Hannoush is an excellent example of how well niches can work. After spending years trying to build his business, it wasn't until he met his par...
Ep #218: Hyper Growth Working with Clients in the Oil and Gas Industries - The Career of Michael Rahn
28 Aug 2019
Contributed by Lukas
Today's guest has found impressive success working with retirees and soon-to-be retirees in the oil and gas industry, and by employing a unique fee st...
Ep #217: How to Be a Real Financial Planner from the Perspective of a Financial Therapist - Ed Coambs
21 Aug 2019
Contributed by Lukas
Ed Coambs has had a unique journey into the financial planning field. After starting his career as a firefighter, he transitioned into financial plann...
Ep #216: From the NFL to Starting a Firm - The Career of Kevin Mahoney
14 Aug 2019
Contributed by Lukas
Kevin Mahoney started his career in sports business, working for the NFL. After years of pursuing that occupation—as well as a career in real estate...
Ep #215: Marketing on a Limited Budget with XYPN Marketing Coach Carolyn Dalle-Molle
07 Aug 2019
Contributed by Lukas
In financial planning, you can't be all people, and you can't be all numbers. This is also true when it comes to marketing, and today you will get to ...
Ep #214: A Three-Year Check-In with Shawn Tydlaska
31 Jul 2019
Contributed by Lukas
Shawn Tydlaska is the founder of Ballast Point Financial Planning, an independent fee-only practice dedicated to helping young professionals and famil...