Behind The Advisor

Ep #213: Navigating the Regulatory Landscape for Monthly Fees in Financial Planning - With Michael Kitces and Scott Gill

17 Jul 2019

Contributed by Lukas

How financial advisors are charging for services and what should be considered fair and reasonable for the consumer have become quite the hot button i...

Ep #212: From IRS Agent to RIA Owner - The Career of Antowoine Winters

10 Jul 2019

Contributed by Lukas

Antowoine Winters spent 10 years working for the Internal Revenue Service, and after seeing so many individuals fall victim to poor or even fraudulent...

Ep #211: From the Institutional Trading Desk to RIA Owner - The Career of Grant Bledsoe

03 Jul 2019

Contributed by Lukas

Grant Bledsoe is the founder of Three Oaks Capital Management, and he joins the show to discuss what gave him the confidence to make the move from ins...

Ep #210: Taking Over the Family Business - The Career of Tara Unverzagt

26 Jun 2019

Contributed by Lukas

Today we have XYPN Member and South Bay Financial Partners founder Tara Unverzagt on the show! Inspired by her mother—who was one of financial plann...

Ep #209: Finding Success after Being Fired as a Partner - The Career of Mark Wilson

19 Jun 2019

Contributed by Lukas

After working for his previous firm for 19 years and then being unexpectedly fired, Mark Wilson was forced to reset his life. Now the owner and only e...

Ep #208: 3 Years In and Hitting Her Stride - An Interview with Meg Bartelt

12 Jun 2019

Contributed by Lukas

After coming on the show two years ago to talk about her first year in business, Meg Bartelt has agreed to come back to share her journey and progress...

Ep #207: Shifting from AUM to Flat Fees Based on Complexity: Finding the Right Fee Structure for Your Clients - The Career of Jason Speciner

05 Jun 2019

Contributed by Lukas

After attending Colorado State University on a football scholarship, Jason Speciner graduated with a degree in business administration in 2004 and has...

Ep #206: Running a Hyper Growth Firm with Your Spouse - The Career of Michelle Smalenberger

29 May 2019

Contributed by Lukas

Michelle Smalenberger has over 12 years of experience working at a nationally-recognized firm and has been mentioned in publications such as The Wall ...

Ep #205: Career Changing from Marketing to Financial Planning - The Career of Sara Stanich

22 May 2019

Contributed by Lukas

Today XYPN member Sara Stanich, founder of Cultivating Wealth, joins the show to discuss her unique journey to finding her place in financial planning...

Ep #204: Leveraging Life Planning to Build a Financial Planning Firm - The Career of Sidney Divine

15 May 2019

Contributed by Lukas

Sidney Divine, founder of Divine Wealth Strategies, joins the show to share how he climbed his way to the top and ended up being voted Financial Plann...

Ep #203: When a Therapist and a Teacher Start a Financial Planning Firm - The Careers of John Chesbrough & Liz Weinstein

08 May 2019

Contributed by Lukas

How did a teacher with a wanderlust inclination and a therapist interested in business and helping people come together to create Trail Financial Plan...

Ep #202: Learning from Your Mistakes to Build the Business of Your Dreams - The Career of Sue Peck

01 May 2019

Contributed by Lukas

Today XYPN member Sue Peck, founder of Evolution Financial, recounts the compelling story of how she discovered she was ready to start her own busines...

Ep #201: Merging and Then Buying a Practice - The Career of Quinn Arnold

24 Apr 2019

Contributed by Lukas

From corporate finance to financial planning with almost no experience as a planner, Quinn Arnold went from not being able to find a financial planner...

Ep #200: Words of Wisdom for Entrepreneurs, From Entrepreneurs - A Celebration of Episode 200

17 Apr 2019

Contributed by Lukas

Over the past 200 episodes, we've sat down with hundreds of entrepreneurs to show you the ups and downs of building a practice and the lessons learned...

Ep #199: How a Love of Sailing has Propelled His Business - The Career of Jamie Rice

10 Apr 2019

Contributed by Lukas

Jamie Rice joins the show today to describe how he made the career jump from engineering for the U.S. Navy to investment management. The chief investm...

Ep #198: Providing Multi-Generational Financial Planning to Minority Families - The Career of Emlen Miles-Mattingly

03 Apr 2019

Contributed by Lukas

Today, Emlen Miles-Mattingly joins the show to describe how he took his career from bank teller to president and CEO of the successful firm, Gen Next ...

Ep #197: Building a Coaching Centric Planning Practice that Fits Your Lifestyle - The Career of Julie Ford

27 Mar 2019

Contributed by Lukas

Today, Julie Ford joins the show to share how she started her successful financial planning career and how XY Planning Network helped her along the wa...

Ep #196: From Olympic Athlete to Financial Planner - The Career of Lauryn Williams

20 Mar 2019

Contributed by Lukas

My guest today is XYPN member Lauryn Williams, founder of Worth Winning and the only American to have medaled in both the summer and winter Olympics. ...

Ep #195: Getting Involved in the Foundation for Financial Planning - The Career of Dan Moisand

13 Mar 2019

Contributed by Lukas

Today's episode is going to be a bit different. Dan Moisand has been in business for almost 20 years, so our conversation will focus on how he runs hi...

Ep #194: An Update on the State of Student Loan Debt and How Advisors Can Help Their Clients - With Heather Jarvis and Jantz Hoffman

06 Mar 2019

Contributed by Lukas

If you're interested in what's going on in the world of student loans and want to find the best ways to help your clients who have them, then this epi...

Ep #193: Transitioning Investment Centric Clients to Comprehensive Financial Planning - The Career of Ryan Galiotto

27 Feb 2019

Contributed by Lukas

Ryan Galiotto's interest in finance and investing began in a unique way. Today, he joins the show to share how he found his love for finance so early ...

Ep #192: From Loan Officer to RIA Owner and Process Extraordinaire - The Career of Arielle Minicozzi

20 Feb 2019

Contributed by Lukas

When it comes to starting a firm, there's so much to know about implementation and getting started. After experiencing this firsthand, Arielle Minicoz...

Ep #191: From Future Priest to RIA Owner – The Career of Ben Martinek

13 Feb 2019

Contributed by Lukas

From a Kentucky monastery to paying off over $100,000 in debt by co-driving a truck with his wife, Ben Martinek has had an unusual journey to starting...

Ep #190: Working with Clients in Transition - The Career of Shannon Moenkhaus

06 Feb 2019

Contributed by Lukas

From tax planning to owning a growing RIA, Shannon Moenkhaus has had an interesting path to finding her place in financial planning. With her firm suc...

Ep #189: Life as the CEO of a 30+ Employee Firm - The Career of Chip Munn

30 Jan 2019

Contributed by Lukas

In this episode, you'll get to hear what it's like being the owner of a large RIA firm. Chip Munn of Signature Wealth Strategies joins us to share h...

Ep #188: Evolving the Vision for Your Firm From Solo to Growth – The Career of Jeremy Walter

23 Jan 2019

Contributed by Lukas

Jeremy Walter had a unique experience breaking into the financial advising world. In this episode, he shares his uncommon career path, including his t...

Ep #187: Scaling a Financial Planning Practice Through Merging

16 Jan 2019

Contributed by Lukas

What happens when you can't find the financial advice you need, so you decide to become the advisor you were looking for? Angela Moore's journey into ...

Ep #186: Carving Out a Niche Working with Clients with College Bound Kids - The Career of Alyssa Lum

09 Jan 2019

Contributed by Lukas

Having a flexible schedule is valuable, especially when you're starting a family and want to spend more time at home. Alyssa Lum shares her journey go...

Ep #185: From Serving in the Marines to Building a Hyper Growth Financial Planning Firm - The Career of Steven Fox

02 Jan 2019

Contributed by Lukas

Making the shift from serving in the Marines to navigating the financial services world is not the easiest transition, but Steven Fox managed it and e...

Ep #184: Navigating the Broker-Dealer and Insurance World - The Career of Malcolm Thomas, XYPN's Director of Advisor Success

26 Dec 2018

Contributed by Lukas

Malcolm Thomas became XYPN's Director of Advisor Success about six months ago, and he brings with him a wealth of knowledge and experience. Having h...

Ep #183: Comprehensive Financial Planning to Include Tax Planning - The Career of Dave Zaegel

19 Dec 2018

Contributed by Lukas

Today's episode is great for all financial planners, but especially those wanting to incorporate more in-depth tax planning—and even tax preparatio...

Ep #182: Leveraging a Soccer Coaching Network to Build a Practice - The Career of Evan Loomis

12 Dec 2018

Contributed by Lukas

Although he didn't expect to become a financial advisor, Evan Loomis is now a successful owner of a firm that has gained 22 clients in just one year. ...

Ep #181: The Day to Day of a COO - The Career of XYPN's COO Raul Dominguez

05 Dec 2018

Contributed by Lukas

Today I'm excited to have XYPN's Chief Operating Officer, Raul Dominguez, on the show! After spending the first part of his career as a Navy helico...

Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces

28 Nov 2018

Contributed by Lukas

XYPN co-founder Michael Kitces is back on the show! For the second year now, we have collected data from our member firms to help us better understa...

Ep #179: From Managing a Hedge Fund to Building an RIA - The Career of Michelle Gass

21 Nov 2018

Contributed by Lukas

XYPN member Michelle Gass has had quite a unique path into the financial planning world. After starting her career as a tax accountant, Michelle tran...

Ep #178: Transitioning From Trader to Financial Planner - The Career of Morgen Rochard

14 Nov 2018

Contributed by Lukas

Morgen Rochard started out trading but eventually ended up owner her own RIA firm. In this episode we will learn how her trading experience has affect...

Ep #177: Running Two Successful Businesses As Siblings - The Careers of Danna Jacobs and Rob Colon

07 Nov 2018

Contributed by Lukas

Danna Jacobs and Rob Colon are an impressive brother and sister duo that went from launching a firm in 2013 with just one client—who happened to...

Ep #176: Serving Homeschool Families As a Homeschool Parent - The Career of Wakefield Hare

31 Oct 2018

Contributed by Lukas

Todays' guest decided to start his own firm just six months after buying into a partnership to become the succession plan for a retirement-age advis...

Ep #175: Financial Planning for Genentech Employees - The Career of David Barson

24 Oct 2018

Contributed by Lukas

My guest today is a great example of how powerful it can be to nail down a niche. David Barson is the founder of Barson Financial Planning, and nearl...

Ep #174: 3 Years Into Business - How Linden Cornett is Growing a Business to Support Her Great Life

17 Oct 2018

Contributed by Lukas

When it comes to balancing work and life, Linden Cornett seems to have found a really interesting way to do that. Last time we spoke with her she had ...

Ep #173: Full-Time Police Officer Running His Own RIA - The Career of Mike Bronson

10 Oct 2018

Contributed by Lukas

Balancing two careers, Police sergeant Mike Bronson brings us some serious motivation and inspiration with his whirlwind life and career. He has some ...

Ep #172: How Two Full-Time Firefighters are Running a Successful Financial Planning Firm - The Careers of Leo Nunez & James Estep

03 Oct 2018

Contributed by Lukas

Many people start a business as a side-hustle with the goal to take that full time but Leo Nunez and James Estep of Everest Financial Advisors have tw...

Ep #171: Leveraging Processes to Allow Explosive Growth Working 20 Hours-Week - The Career of Rebecca Connor

26 Sep 2018

Contributed by Lukas

Rebecca Connor took the leap and started her own financial planning firm. Her early success is something she credits to having a specific niche from t...

Ep #170: Impact Financial Planning for Progressives - The Career of Zach Teutsch

19 Sep 2018

Contributed by Lukas

Most people are very careful to keep politics out of their business in order to not offend or alienate potential clients. Zach Teutsch has found that ...

Ep #169: Building a $220k Revenue Business in 4 Years - The Career of Martin Lundgren

12 Sep 2018

Contributed by Lukas

Entrepreneurs view risk differently and Martin Lundgren is the perfect example of this. We'll chat about his career journey into financial consulting ...

Ep #168: How Deb Meyer Spent Three Months in Spain Running 2 Businesses with Her 3 Kids & Husband

05 Sep 2018

Contributed by Lukas

Today I'm excited to have XYPN member Deb Meyer on the show. The founder of both WorthyNest and SV CPA Services, Deb started her career on the tax ...

Ep #167: Integrating Cash Flow Planning Into Your Financial Planning Process - An Interview with Steve Crawford

29 Aug 2018

Contributed by Lukas

Steve Crawford is a financial advisor, a coach to other financial advisors, and the founder of both Experience Wealth and XY Adviser in Australia. A...

Ep #166: Integrating Tax Planning Into Your RIA - The Career of Eric Gabor

22 Aug 2018

Contributed by Lukas

Today I'm excited to have XYPN Member Eric Gabor on the show! Eric has spent his entire career as a financial advisor, but he realized early on that ...

Ep #165: Working with Victims of the CA Wildfires – The Career of Michael Anderson

15 Aug 2018

Contributed by Lukas

The financial planning industry has mostly targeted the higher earners and often been less accessible for those that really need financial planning an...

Ep #164: Succeeding As a Dual Entrepreneur Household with Two Young Kids - The Career of Breanna Reish

08 Aug 2018

Contributed by Lukas

Breanna Reish is the founder of Wealth of Confidence, a women's wealth firm that aims to transform the financial planning experience for women. Afte...

Ep #163: Managing Astronomical Growth, Going From $30k to $330k of Annual Revenue in 12 months - The Career of Kyle Moore

01 Aug 2018

Contributed by Lukas

My guest today has seen his firm through some of the most explosive growth we've seen on the podcast. Kyle Moore is the founder of the fee-only finan...

Ep #162: Discovering Your Why and Becoming What You Were Meant To Be - The Career of Rianka Dorsainvil

25 Jul 2018

Contributed by Lukas

Today's guest is a thought leader in the financial industry who has been published in Black Enterprise, CNBC, Financial Advisor, ThinkAdvisor, Market...

Ep #161: Launching a Business with a Wife That Was 36 Weeks Pregnant - The Career of Brad Sherman

18 Jul 2018

Contributed by Lukas

Brad Sherman is the founder of Sherman Wealth Management, an independent fee-only financial planning and wealth management firm with $38 million in A...

Ep #160: Getting Through The "What Did I Do" Phase of Entrepreneurship - A One Year Check-In with Ryan Frailich

11 Jul 2018

Contributed by Lukas

Many listeners have requested that we bring back some of the interviews and see where their businesses are after a year. Today we get the chance to ca...

Ep #159: From Orphan to RIA Firm Owner - How Chris Jackson Overcame All Odds to Find Success

04 Jul 2018

Contributed by Lukas

When it comes to interesting stories, Chris Jackson certainly has one of those. He also has some great advice on how to use theatre skills to serve yo...

Ep #158: Helping Clients Live Their Life After Grief – The Career of Chris Dale

27 Jun 2018

Contributed by Lukas

Dealing with clients who are grieving or going through a great loss requires a great deal of courage, compassion and wisdom. Chris Dale is an advisor ...

Ep #157: From Massage Therapy to Financial Planning, How to Build a Business That Works For You - The Career of Debbie Gallant

20 Jun 2018

Contributed by Lukas

Many people are in search of a career that supports their lifestyle and feeds their passions. Debbie Gallant has done just that and is here on the sho...

Ep #156: Bringing on a Partner to Accelerate Growth - The Careers of Jirayr Kembikian & Ryan Cole

13 Jun 2018

Contributed by Lukas

There's no right way to structure a partnership and this can make things confusing when building a business relationship between partners. Jirayr Kemb...

Ep #155: From the Wirehouse to RIA with a Break as a Marketing Consultant - The Career of Stephanie Sammons

06 Jun 2018

Contributed by Lukas

You might know Stephanie Sammons as the founder of Wired Advisors, but as of last year, she's also the founder of Sammons Wealth Management, a fee-on...

Ep #154: New Job, New Baby, New City: Starting a Firm in the Midst of Major Life Changes - The Career of Scott Snider

30 May 2018

Contributed by Lukas

Today's guest is XYPN member and founder of Mellen Money Management, Scott Snider. After starting his career on the sales side, briefly working at a b...

Ep #153: The Merging of Two Practices with Gabe Anderson & Scott Bell

23 May 2018

Contributed by Lukas

Have you ever wondered about or considered teaming up with another advisor? If so, this episode is for you. Both Gabe Anderson and Scott Bell started ...

Ep #152: Leveraging Their Passion for the Environment to Grow Their SRI Focused RIA - The Careers of Courtney & Morgan Randstrom

16 May 2018

Contributed by Lukas

Today I'm excited to have siblings and XYPN members Courtney and Morgan Randstrom on the show! Co-founders of Trailhead Planners, the two have an inte...

Ep #151: Becoming Financially Independent at 35 While Running an RIA – The Career of Kyle Mast

09 May 2018

Contributed by Lukas

Kyle Mast joins us on the show to talk about his career journey that started in a family business through a succession plan and ended up with him owni...

Ep #150: Launching a Firm with a Spouse Not On Board – The Career of Raquel Hinman

02 May 2018

Contributed by Lukas

Most people know there are risks and sacrifices involved with entrepreneurship. Raquel Hinman shares her journey through different finance jobs and ho...

Ep #149: Going All In On a Niche Can Lead to Explosive Growth - The Career of Ryan Inman

25 Apr 2018

Contributed by Lukas

My guest today is a great example of why having a niche is so powerful. XYPN member Ryan Inman is the founder of Physician Wealth Services, a firm tha...

Ep #148: Serving Clients in Creative Professions – The Careers of Philip Olsen & Julia Lorenz-Olsen

18 Apr 2018

Contributed by Lukas

Julia Lorenz-Olsen and Philip Olsen join us on the show to share some golden nuggets about their unique careers and the unexpected benefits their crea...

Ep #147: Serving Cross Border Clients with Assets in Multiple Countries - The Career of Xavier Maldonado

11 Apr 2018

Contributed by Lukas

Today I'm excited to have XYPN member Xavier Maldonado on the show. The founder of Global Vantage Wealth Management in San Diego, Xavier specializes i...

Ep 146: Buying a Firm from Their Father - The Careers of Taylor & Kailie

04 Apr 2018

Contributed by Lukas

Today XYPN members Taylor and Kailie join the podcast to share the non-traditional paths into financial planning that led to them buying their father'...

Ep 145: Using Humor to Make Financial Planning Fun – The Career of Catie Hogan

28 Mar 2018

Contributed by Lukas

From books to planning practices, the financial planning world can tend to be a bit boring and stale. Catie Hogan realized this early on and channeled...

Ep #144: Finding Success Working with Clients with Similar Values – The Career of Diana Bacon

21 Mar 2018

Contributed by Lukas

Life gets messy and whether it's a new tax law or a looming divorce settlement, the value of a financial planner who has expertise in these areas is t...

Ep #143: Alan & Kitces Unhinged - Fee-offsets, Selling Financial Planning, Impostor Syndrome, and More

14 Mar 2018

Contributed by Lukas

XYPN co-founder Michael Kitces is back on the show for another episode dedicated to answering listener questions! Today he and Alan Moore share how ...

Ep #142: Financial Planning for Expats - The Career of Ashley Murphy

07 Mar 2018

Contributed by Lukas

As a tri-citizen of the UK, Australia and the US, Ashley Murphy has found a niche in the expat market. When it comes to multi citizenships, financial ...

Ep #141: Life as the Spouse of an Entrepreneur - The Careers of Mary Beth and Brian Storjohann

28 Feb 2018

Contributed by Lukas

The role of a supportive partner or spouse is extremely valuable to an entrepreneur and the success of their business and family. Mary Beth and Brian ...

Ep #140: Leveraging the Power of the Media to Build a Wildly Successful RIA Working with the LGBT Community - The Career of David Rae

21 Feb 2018

Contributed by Lukas

Finding a fulfilling and effective niche can take quite a bit of time and stress. If you take the time to truly figure out what fits your skills and p...

Ep #139: Building a Marketing Funnel to Grow Your Firm - The Career of Jen Mastrud - XYPN's Director of Marketing

14 Feb 2018

Contributed by Lukas

XYPN's very own Jen Mastrud joins us on todays episode to share the exciting career path that's built her expertise and brought her to the point of th...

Ep #138: How a Niche Serving Pharmacists Has Provided Explosive Growth - The Career of Tim Baker

07 Feb 2018

Contributed by Lukas

Tim Baker's career is a testament to the true power of having a niche focus for your business. After his time working in a hybrid firm, he decided to ...

Ep #137: Husband and Wife Each Start Businesses with a Newborn - The Career of Scott Haley

31 Jan 2018

Contributed by Lukas

From fee only planning to tax planning, Scott Haley has found an interesting and successful business model for his firm. He joins us on the show to ta...

Ep #136: Alan & Kitces Unhinged - Leveraging a TAMP to Grow Your Financial Planning Practice

24 Jan 2018

Contributed by Lukas

Alan Moore and Michael Kitces join forces on this episode to address a topic that they have been getting a lot of questions about recently. They addre...

Ep #134: Leveraging SEO and Print Advertising to Supercharge Your RIA Growth - The Career of Taylor Schulte

10 Jan 2018

Contributed by Lukas

The process of transitioning from working within a firm to transitioning into a more independent hybrid RIA model and finally to owning his own RIA ha...

Ep #133: Investing for the Future Leveraging a Firm-Within-a-Firm Model - An Interview with Andy Brincefield and James Matthews

03 Jan 2018

Contributed by Lukas

Today we have two guests on the show to talk about how they made their rarely practiced firm-within-a-firm service model a success. Andy Brincefield a...

Ep #132: Beating Cancer to Build a Kickass Firm - The Career of Kay Dee Cole

27 Dec 2017

Contributed by Lukas

Building a business that really fits your life and passions is a dream for many and Kay Dee Cole made it a reality. Kay Dee joins the show today to sh...

Ep #131: Having the Difficult Conversation About Diversity and Inclusion - Co-Hosted by Kathleen Boyd & Bill Simonet

20 Dec 2017

Contributed by Lukas

The financial planning field has been historically dominated by white males and focused on the same. This discussion is to bring a better understandin...

Ep #130: From $0 to $250,000 Annual Revenue in Just 13 Months

13 Dec 2017

Contributed by Lukas

What does it take to start and grow a successful financial planning firm? Today's guest is here to share how he managed to do just that. Patrick Brewe...

Ep #129: Basing Fees on Complexity - The Career of PJ Wallin

06 Dec 2017

Contributed by Lukas

Deciding on your fee structure can be a challenge depending on the type of firm you want to have and the clients you serve. PJ Wallin joins us on this...

Ep #128: Integrating Faith and Finance - The Career of Ben Wacek

29 Nov 2017

Contributed by Lukas

Today XYPN founding member Ben Wacek is here! Now also the founder of Wacek Financial Planning, Ben has been building his own business since 2014. He...

Ep #127: Alan & Kitces Unhinged - Fee-only, Fiduciary, and Why It All Matters

22 Nov 2017

Contributed by Lukas

XYPN co-founder Michael Kitces is back on the show! Today he's here to answer some of the most common questions we get regarding what it means to be f...

Ep #126: Using Tiered Services to Scale a Business – The Career of Bill Simonet

15 Nov 2017

Contributed by Lukas

It's easy to get stuck doing things the same way as everyone else but Bill Simonet shows us the value of doing things a bit differently. He joins us o...

Ep #125: Alan & Kitces Unhinged - Diving Deep Into XYPN's Inaugural Benchmarking Survey

08 Nov 2017

Contributed by Lukas

Michael Kitces joins us on the show to talk about XYPN's Inaugural Benchmarking Survey and we talk through some of the highlights from the survey.   ...

Ep #124: Financial Life Planning and Discovering Your Why - An Interview with Elizabeth Jetton

01 Nov 2017

Contributed by Lukas

Elizabeth Jetton is on the show to share the incredible new programs and educational opportunities being developed to help financial planners start st...

Ep #123: Building a Virtual Paraplanning Business - The Career of Alex Hopkin

25 Oct 2017

Contributed by Lukas

What would you be able to do if you continued to persevere in order to achieve your dreams? Learn how Alex Hopkin took advantage of opportunities in o...

Ep #122: From Campaigning for Congress to Launching an RIA - The Career of Jason Howell

18 Oct 2017

Contributed by Lukas

Becoming a financial planner wasn't at the top of Jason Howell's list but through working in finance and politics he made his way to a career he is pa...

Ep #121: Outsourced Student Loan Services to Financial Advisors - The Career of Galen Herbst de Cortina

11 Oct 2017

Contributed by Lukas

Learn how Glen specializes in helping clients with student loan analysis and how it is an easy low hanging fruit for advisors who are just starting ou...

Ep #120 - Career Changing From Tax Attorney to Financial Planner With a Focused Niche of Serving LGBTQ Couple Clients - The Career of Brian Thompson

04 Oct 2017

Contributed by Lukas

Brian Thompson, founder of Brian Thompson Financial, is committed to helping the LGBTQ community with their financial planning. He started out as a ta...

Ep #119: Scaling a Firm to Serving 100 Clients in Less Than 2 Years – An Interview with Amy Irvine

27 Sep 2017

Contributed by Lukas

In this episode, Amy Irvine shares how she managed to acquire a total of 100 clients in under two years without leveraging her strong client relations...

Ep #118: Using a Barbell Service Model to Serve Two Niches - The Career of Justin Castelli

20 Sep 2017

Contributed by Lukas

Justin Castelli certainly knows how to think outside the box. The owner of RL Wealth Management and a member of the XYPN Advisory Board, he developed ...

Ep #117: Becoming a Planner After Being Told It Wasn't an Appropriate Career for a Woman - The Career of Melissa Ellis

13 Sep 2017

Contributed by Lukas

Melissa Ellis joins us this episode to share her story and some of the lessons she learned along the way to where she is now. Despite putting off her ...

Ep #116: Building a Business Under a Large Firm Umbrella - The Careers of Andrew Damcevski and Devon Klumb

06 Sep 2017

Contributed by Lukas

Building a new business is always a lot of work. This didn't deter Andrew Damcevski and Devon Klumb from starting their practice and quickly adjusting...

Ep #115: Managing 7 Offices and 7 Staff Members as an Hourly Advisor - The Career of Anna Sergunina

30 Aug 2017

Contributed by Lukas

Anna Segunina knows the difference between a business and a practice - which she's proved with her fantastic work helping to develop Main Street P...

Ep #114: How to Track Your Key Performance Indicators as You Start Your RIA with Shawn Tydlaska

23 Aug 2017

Contributed by Lukas

Sound business decisions are made when you have accurate and helpful data to back them up. Unfortunately, it seems that many advisors and especially t...

Ep #113: Building a Niche Practice in Rural Minnesota - The Career of Tony Madsen

16 Aug 2017

Contributed by Lukas

Every member of XYPN has a unique take on what we teach, and it's always fun to hear how each advisor is building a unique and valuable practice. Tony...