XYPN Radio
385 episodes - English - Latest episode: 16 days ago - ★★★★★ - 127 ratingsXYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in the field and case studies from financial planners like you, the discovery of how you can serve your own generation to help them achieve their financial goals starts today.
Featured Co-Host: Michael Kitces | Co-Founder of the XY Planning Network, and author of the popular blog www.Kitces.com joins in on occasion to bring his unique perspective to the show
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Episodes
Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis
April 03, 2024 10:00 - 1 hour - 85.3 MBI am honored to have Cathy Curtis, CFP ®, founder of Curtis Financial Planning, return to XYPN Radio. It’s been almost three years since Cathy last joined me on Episode 313, (linked below) where she delved into her passion for running a solo practice tailored primarily to women who are single, heads of household, and breadwinners. We dive into the technological enhancements Cathy has implemented since her last visit, from embracing Holistiplan to integrating Kwanti into her tech arsenal an...
Ep #383: Grow Your Firm Faster by Leveraging Your Former Career with Mike Zung, CFP®
March 20, 2024 10:00 - 59 minutes - 83 MBToday I am thrilled to welcome Mike Zung, CFP®, founder of Java Wealth Planning, an RIA based in Kansas City, Missouri to XYPN Radio. Mike's path is a testament to the power of perseverance and strategic planning in the financial advising industry. His background in tech architecture influenced his approach to financial planning and led to his creation of Beautiful Financial Plan—a separate online storefront that offers advisors visually appealing plan templates. Mike shares insights int...
Ep #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm
March 06, 2024 13:00 - 54 minutes - 75.5 MBIn this episode, Maddy Roche returns as the full-time host of XYPN Radio. Joining her is XYPN member Jennifer Kang, CFP®, founder of JWK Financial, a thriving RIA based out of New York. Jennifer shares her incredible journey and how she leveraged two decades’ worth of experience in a large wirehouse to shape the foundation of her fee-only, flat-fee approach at JWK Financial. Jennifer gets real about hitting the ground running and the expectations and pace she experienced in her initial m...
Ep #381: The Power of YouTube: Strategies for Building Your Clientele
February 21, 2024 08:00 - 47 minutes - 64.7 MBThis special episode of XYPN Radio will be Alan’s last episode before turning the podcast over to Maddy Roche! Alan talks about the transition before diving into a special episode with Patrick King, founder of Prana Wealth Management in Atlanta, Georgia. Patrick's journey began as an engineer designing machinery, but a realization about his financial advisor's priorities sparked his transition into financial planning. After earning his MBA, he gained experience at various large RIAs before d...
Ep #380: Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt
February 07, 2024 05:39 - 56 minutes - 78 MBJoin us for an insightful episode as we delve into the journey of Tara Tussing Unverzagt, founder of South Bay Financial Partners, and explore her innovative approach to financial planning. This is Tara’s second time on the podcast. You can check out her first appearance on episode 210 at xyplanningnetwork.com/210. It was fantastic touching base and learning how things have changed since we last talked in 2019! Tara's path to success involves leveraging her expertise as a certified financia...
Ep # 379: Niche Mastery: How to authentically target your audience with Lindsey Young
January 24, 2024 10:00 - 53 minutes - 72.8 MBEmbracing your authentic self can be terrifying, but our guest today took the leap and built an amazingly successful RIA by connecting with her niche. Our guest today, Lindsey Young, CFP®, and founder of Quiet wealth, shares shares her journey, and how she found success. Lindsey navigated diverse career terrains, from strategy consulting to the Peace Corps, tech in San Francisco, venture capital, and investment banking. Her decision to transition before starting the firm, driven by authentic...
Ep # 378: Building Prosp(a)rity & Bridging the Wealth Divide
January 10, 2024 08:04 - 52 minutes - 72.2 MBJoin us this week as we explore Prosp(a)rity, a non-profit dedicated to nurturing, uplifting, and advancing Black women, and ultimately positioning them to pay it forward to their communities and next generations. Bri Franklin, Co-Founder of Prosp(a)rity, shares her journey — from post-Ivy League student debt to catalyzing change. This episode, Bri emphasizes the urgency of addressing predatory lending and student debt, spotlighting the systemic changes required. She details the programs P...
Ep #377: Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA
December 27, 2023 05:18 - 55 minutes - 75.7 MBXYPN member, Matt Miner, founder of Miner Wealth Management, joins us on the show today. Matt started his career on the corporate finance side of business. After a few years, he took a break and went to B school to get his MBA, then worked with John Deere in several capacities before his career was impacted by a layoff related to a merger. His running partner was a fee only advisor and Matt became an intern at that firm. He was responsible for growing his own client base from scratch a...
Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA
December 27, 2023 05:18 - 55 minutes - 75.7 MBXYPN member, Matt Miner, founder of Miner Wealth Management, joins us on the show today. Matt started his career on the corporate finance side of business. After a few years, he took a break and went to B school to get his MBA, then worked with John Deere in several capacities before his career was impacted by a layoff related to a merger. His running partner was a fee only advisor and Matt became an intern at that firm. He was responsible for growing his own client base from scratch a...
Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance
December 13, 2023 10:00 - 54 minutes - 74.9 MBIn this episode of XYPN Radio, we’re joined by XYPN member Maggie Klokkenga, the founder of Make A Money MindShift. Maggie's journey is a testament to the transformative power of financial coaching. Starting her career as a CPA, she eventually transitioned to a large firm in St. Louis, where she worked on various teams. Maggie noticed a disconnect between her passion for helping clients lay their financial foundations and the higher net-worth clients she was serving. In 2021, she took ...
Ep #375: Building Eden: Exploring The Heart Of Year One In A New RIA
November 29, 2023 10:00 - 49 minutes - 68.8 MBMany of our recent guests have discussed how things are 2,3, 4 years after starting. But what about when you’re in the thick of it? Our guest today, Nycole Freer, founder of Eden Financial is only 8 months into her solo RIA journey and tells us what it’s like! After navigating the corporate landscape, including a role at JPMorgan Chase, Nycole faced a pivotal choice – stay within the constraints of corporate structures or embark on her own entrepreneurial path. Motivated by her dream to w...
Ep #374: When Your Life Partner Makes for the Best Business Partner
November 15, 2023 12:30 - 56 minutes - 77.3 MBJoin us on this episode of XYPN Radio as we introduce you to Tim and Alexis Woodward, co-founders of Blend Wealth. These financial planners decided to blend not just their lives but also their financial expertise, serving blended families and business owners. Discover how they've diversified their services, embraced their Christian faith in financial planning, and managed a thriving business while nurturing a harmonious marriage. This is an episode you won't want to miss. You can find sh...
Ep #373: XYPN’s 2023 Benchmarking Study Highlights LIVE
November 01, 2023 10:00 - 1 hour - 84.6 MBWhat does it look like to scale your RIA and how long does it take? How big of an impact does it really make to have a niche? When should you start hiring, and who should it be when you do? Co-Founders Alan Moore and Michael Kitces met onstage this year to review the highlights of the seventh-annual Member Benchmarking Study in this episode of XYPN Radio. Every year, the study gathers information from XYPN member participants to get an accurate picture of how advisors are doing in their f...
Ep #372: How To Find Success While Doing the Next Right Thing
October 18, 2023 12:00 - 55 minutes - 77.8 MBDoing the right thing in the financial world often involves speaking up and knowing when to go your own way. This is in no way an easy thing, but has time and time again been a source of joy for advisors. Our guest today, Mike Kelly, CFA®, CFP®, and founder of Switchback Financial has pursued doing right by his clients, himself, and his family. Along the way, he has built a successful business and has exciting new ventures on the way! Starting as a fresh graduate in 2008, Mike ventured int...
Ep #371: How Life's Detours Can Support Your Dream Job
October 04, 2023 12:00 - 55 minutes - 75.7 MBYour RIA journey isn’t just an upwards climb from where you are to where you want to be. It can include things like a family, embracing other opportunities, and teaming up with a friend. In today’s episode, we reconnect with Natalie Taylor CFP®. Since we spoke to her 3 years ago, she has taken an unexpected path to a growth-filled, confident today. In this conversation, we delve into Natalie's journey over the last two and a half, nearly three, years of running her own RIA. While she origi...
Ep #370: Mastering the RIA Transition from CIO to Successful Founder
September 20, 2023 09:19 - 55 minutes - 76.1 MBOur guest today moved up the corporate ladder to become CIO at 2 different large RIA’s. Even from the top, there is just no replacing the freedom and flexibility that owning your own business can provide for both you and your clients. Terri Spath, CFA®, CFP®, founder of Zuma Wealth shares some fantastic stories and insights that you won’t want to miss! Terri spent the majority of her career climbing the corporate ladder as an investment expert. She served as the Deputy CIO, Chief Investmen...
Ep #369: Empowering Your Finances: Lessons from Ministry to Money Management
September 06, 2023 12:00 - 1 hour - 82.9 MBJoin us for an insightful episode as we extend a warm welcome to XYPN member Jeff Clark CFP®, founder of Redwood Money. From youth ministry to personal finance, Jeff’s journey wasn’t simple. In his church, Jeff offered to help his peers with their finances, but soon had the attention of a congregation also in need! Following this path, he found himself in FinTech, able to learn from experts in the field. This stepping stone gave him the knowledge and confidence to strike out on his own. In...
Ep #368: Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients
August 23, 2023 12:00 - 46 minutes - 63.7 MBOur guest today shares how not only are students of all ages needing financial guidance, the solutions available to them can completely change the way we look at student loan repayment and consolidation. In this episode, we have the pleasure of sitting down with Erik Kroll, CFP®, the founder of Hilltop Financial Advisors and Student Loans Over 50. Erik's journey in the financial advisory world began in 2015 when he set out to create a business that could afford him the opportunity to bl...
Ep #367: How Resilience and Community Paved a Path to Success With Leland Gross
August 09, 2023 14:14 - 51 minutes - 70.5 MBWe often hear how the network of support and connection that XYPN offers is a strong component of success. In today's episode, we learn that for our guest, Leland Gross, CFP®, the founder of PeaceLink Financial Planning, "community" wasn't just a benefit, it was essential after a life-changing event pulled his focus from building his business. Leland discovered financial planning after meeting some advisors through a volunteer program he was part of just after college. He noticed that the ...
Ep #366: When Taking Custody and Engaging Virtual Assistance is Right For Your RIA With Kate Yearwood Young
July 26, 2023 12:00 - 59 minutes - 81.1 MBIf you’re wondering whether taking custody of client accounts and a virtual assistant is right for your independent advisory firm, this episode’s for you! Taking custody can be a scary decision, but sometimes it's the right one. Just ask XYPN member Kate Yearwood Young, CFA, CFP®, founder of Yearwood Young Advisors. From engineering to Wall Street to founding a successful business, she acquired the skills and services to meet her client’s needs where they are. And their needs dictated th...
Ep #365: How to Mine the Market to Find & Maximize Your Niche With Marlon Wesh
July 12, 2023 12:00 - 57 minutes - 79.4 MBIf you are interested in learning highly effective, yet simple ways to use data-driven market research to find and maximize your niche, this episode is for you! In this candid and informative conversation with XYPN member Marlon Wesh, MBA, founder of Wesh Financial, we learn how Marlon’s early experience in HR for the Marine Corps helped formulate his firm’s operational systems. We also hear how earning his undergraduate degree and MBA in business administration was tremendously helpful i...
Ep #364: Becoming a Student of Your Own Art With Terry Bradford-Crane
June 28, 2023 12:00 - 52 minutes - 71.7 MBIf you’re interested in the impact being a student of your own art can have on your priorities and business, this episode is for you! Terry Bradford-Crane MBA, CFP® of Bradford-Crane Company went to the Naval Academy for college with a dream of becoming a pilot and an astronaut. Just as she was finishing her training program, the US repealed a law prohibiting women from serving in combat zones, and she was one of the first women to receive orders to serve on an aircraft in a combat zone. ...
Ep #363: Finding Your Fit and Equity Compensation as a Powerful Niche With Christine Amill Centeno
June 14, 2023 12:00 - 55 minutes - 76 MBIf you’re interested in how finding your fit can change everything and how well the equity compensation niche has worked for XYPN member Christine Amill Centeno, CFP®, MS, founder of Simplicity Wealth Management, this episode is for you! Christine started her career in financial services at Ameriprise in 2007 and worked in a variety of broker's side roles until she ultimately decided to launch her own firm in 2019. Having just celebrated her firm's fourth birthday, she has grown quickl...
Ep #362: The Benefits of Fee-restructuring & Other Mid-course Growth Decisions with John Underhill
May 31, 2023 12:00 - 53 minutes - 73 MBIf you’re interested in learning how employment contract restrictions can seriously disrupt your plans to take clients with you should you decide to break away from your broker, as well working through growth and fee structuring decisions, this episode is for you! XYPN member John Underhill, CFP®, founder of Acorn and Oak Wealth Management, based in Raleigh, North Carolina shares how his journey from ski bum to managing parts of a ski resort, and then several Starbucks helped bolster his b...
Ep #361: Radically Grow Revenue by Niching What and Who You Know: With Brian O’Neill
May 17, 2023 12:00 - 54 minutes - 75.1 MBIn this fun conversation with XYPN member Brian O'Neill, CFP®, founder of Winged Wealth Management and Financial Planning, we hear how niching not only what you know, but who you know can radically grow your business—even in the first year! Brian spent the first 20 years of his career as an Air Force pilot, during which time he developed a passion for personal finance. After considering what to do after retirement from the military, he decided to launch a firm dedicated to working with figh...
Ep #360: From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients: A Conversation with Kaysian Gordon
May 03, 2023 12:00 - 53 minutes - 73.5 MBIf you are interested in what it takes to transition from a long-term wirehouse position to solo RIA ownership, what it means to truly answer a calling, and how to sustainably serve others without being self-sacrificing, this episode is for you! XYPN member Kaysian Gordon, MBA, CFP®, CPA, CKA®, founder of Kaysi Gordon Financial Planning, started her career at UBS where her team grew over her tenure and ultimately focused on doing financial planning for ultra-high net worth clients. She sp...
Ep #359: From CPA to Starting & Growing Your Own RIA: A Conversation with Mike Troxell
April 19, 2023 12:00 - 58 minutes - 80 MBIf you’re interested in learning about the advantages of growing your firm with like-minded advisors, the benefits of hiring a virtual assistant, and how none of it would be possible without a supportive spouse, this episode’s for you! XYPN member Mike Troxell, CPA, founder of Modern Financial Planning knew he wanted to be a financial planner, but his career started off on the tech side of the business as an accountant. After being steeped in tax education for two and a half years, he made...
Ep #358: When “Having It All” Looks Different Than You Planned: A Reflective Conversation with Betty Wang
April 05, 2023 12:00 - 53 minutes - 73 MBIf you’ve ever found yourself questioning what “having it all” looks like for you, how to pull focus on those visions and find balance as you start and run your business, this episode is for you. In this reflective and empowering conversation, XYPN member Betty Wang, CFP®, founder of BW Financial Planning, shares a very real look into her journey from a career in financial services on the buy side, to taking time off to care for her children with medical issues to returning to the industry...
Ep #357: The ROI of Using a Values-Based Approach to Gain Traction With Your Ideal Client: A Conversation with Jake Northrup
March 22, 2023 12:00 - 51 minutes - 70.9 MBIf you’re interested in learning how to grow your initial firm investment five-fold in 3 ½ years in a dual-entrepreneurial household, this episode’s for you! Join in the conversation with XYPN member Jake Northrup, CFP®, CFA, CSLP®, founder of Experience Your Wealth and hear about how he started his firm journey in late 2019, with no clients, at the ripe age of 27. As if that wasn’t challenging enough, his wife started her own wedding planning business at the same time. Jake always knew...
Ep #356: Niche What You Know and Grow Fee-only Revenue to $250k in 5 Years: A Conversation with Andie Clark
March 08, 2023 13:00 - 50 minutes - 69.2 MBIf you’re interested in learning how niching what you know and starting a group focused around your niche can grow your fee-only revenue to $250k in 5 years, this episode is for you! We're excited to welcome XYPN member Andie Clark, founder of The Table Financial Planning, a virtual firm serving military members and their families on the show. Andie married her high school sweetheart, who was an Air Force pilot and started moving all over the world every two years. She found work as a math...
Ep #355: Out of the FIRE Goal and Into the Solo Practice: an Inspiring Conversation with Frank Austin
February 22, 2023 13:00 - 55 minutes - 76.7 MBIf you’re interested in hearing about building a unique firm that's more focused on helping people and having an impact versus just being focused on making money due to personal financial circumstances, this episode is for you! This inspiring and really interesting conversation with XYPN member, Frank Austin, CFA, ChFC®, founder of Sustainable Financial Planning, was a little different from many other conversations we’ve had on XYPN Radio in that he is technically retired after a long care...
Ep #354: The Impact of Tax-Optimized Financial Planning: A Conversation with Joanne Burke
February 08, 2023 13:00 - 52 minutes - 72.4 MBThis episode’s for anyone who: Has made or is considering making the transition from tax prep to financial planning Understands the impact every financial decision has on taxes Is looking for conversation starters with your clients about the value add tax-optimized financial planning offers them Wants to shift tax prep from being reactive to proactive Wonders how to structure fees when you offer tax services, financial planning, and investment solutions Is looking for inspiration ...
Ep #353: Having the Freedom to Make Work Work For You: A Conversation with Sarah Ponder
January 25, 2023 13:00 - 1 hour - 83.9 MBWhether you live in a single or dual-entrepreneurial household, have children you’re balancing in that equation, or are just looking for effective tips to convert prospects into clients, this episode is for you! In this fun and informative conversation with XYPN member Sarah Ponder, CFP®, MBA, founder of Real Estate Wealth Planning, Sarah joked that she's 37 and on her fifth and hopefully final career. She started out in the Enterprise Car Rental Management Training program, then ended u...
Ep #352: Building Your Business With Intention – A Tale of Transitions As We Check Back In With Kay Dee Cole
January 11, 2023 13:00 - 49 minutes - 68.5 MBWe’re excited to welcome back XYPN member Kay Dee Cole, CFP®, founder of Clarity Wealth Development, on the show today. Kay Dee was on the show back in 2017 and we wanted to bring her back on now, to give us an update on her firm and how things have progressed and changed. I have to say it was hard to find anything that was similar to the business she was running five years ago, aside from her being there and her niche. Kay Dee shared the various transitions that have happened from splitti...
Ep #351: The Gift of Community – Why Members of an XYPN Mastermind Group Are Better Together: With Dillon Cobb, Andrew Gray, and Allen Mueller
December 28, 2022 13:00 - 56 minutes - 78 MBAt XYPN we talk a lot about community. This holiday season feels like a great time to celebrate what a powerful gift being independent, but never alone can be. So, we invited three members of an XYPN Mastermind Group, Dillon Cobb, CPA, CFP®, Andrew Gray, CFP®, and Allen Mueller, CFA, MBA, to share how their group has become a gift that “keeps giving” toward their personal and professional successes. We’ll hear about how the group has become a place of shared strengths and divided weaknesse...
Ep #350: From PSYOP Specialist to RIA Owner and All the Leveraging Opportunities in Between: A Conversation with Daniel Yerger
December 14, 2022 13:00 - 57 minutes - 79.3 MBWe’re excited to welcome XYPN member, Daniel Yerger, MBA, CFP®, ChFC, AIF, CDFA, founder of MY Wealth Planners, a fee-only firm based in Colorado on the show today. Today’s podcast follows Daniel’s career path from joining the Army and specializing in PSYOPS to becoming an IT manager for IBM before deciding to pursue financial planning. He effectively started his own firm at a broker-dealer because he didn't have a salary to build his own client base from scratch. Looking back, if he foun...
Ep #349: Serving Two Niches Successfully and the Added Value of Offering Tax Services: A Conversation with Jessica Goedtel
November 30, 2022 13:00 - 1 hour - 86.6 MBWe’re excited to welcome XYPN member Jessica Goedtel, founder of Pavilion Financial Planning, on the show today. Jessica started her career thinking she wanted to be an archeologist. After a few jobs and a few different industries, her love of personal finance brought her to her first job in financial planning. She worked for a couple of different firms, including an online startup RIA, and learned as much as she could about doing financial planning and the types of clients she wanted to wor...
Ep #348: Changing Careers & Building an Ideal Firm in 2 Years: A Conversation with Andy Panko
November 16, 2022 13:00 - 58 minutes - 80.6 MBToday we welcome XYPN member Andy Panko, CFP®, RICP®, EA, founder of Tenon Financial, to XYPN Radio. Andy always knew he wanted to be a financial advisor—but the harsh reality of financial planning opportunities (or the lack of them) for a fresh college graduate was discouraging. So, Andy spent the first 19 years of his career working in insurance, banking, and brokerage firms. It was in 2016 that Andy discovered XYPN Radio and realized that his dream of helping others with their finances ...
Ep #347: XYPN’s 2022 Benchmarking Study Highlights: A Review with Alan Moore and Michael Kitces
November 02, 2022 12:00 - 1 hour - 118 MBCo-Founders Alan Moore and Michael Kitces review the highlights of the sixth-annual Member Benchmarking Study in this episode of XYPN Radio. Each year, the study gathers information from XYPN member participants to get an accurate picture of how advisors are doing in their firms. This episode tells the data-backed story of an XYPN firm's journey, from the average growth in revenue, client profitability, and client relationships, to the value of community. Alan and Michael pull graphs from ...
Ep #346: Serving Clients Through Divorce: A Conversation with Nancy Hetrick
October 19, 2022 12:00 - 1 hour - 82.6 MBWe’re excited for today’s episode with Nancy Hetrick, AWMA, CDFA, founder of Smarter Divorce Solutions—serving clients through collaborative divorce. Today, Nancy represents both a financial neutral and mediator for her clients and remains committed to a kinder, gentler divorce process for all involved. After her own divorce in 2007, Nancy realized just how few resources were out there for people getting a divorce. Traditional divorce proceedings include clients each bringing their own fin...
Ep #345: The Power of Personal Experience in Finding Your Niche: A Conversation with Maggie Beach
October 05, 2022 12:00 - 59 minutes - 81.5 MBToday we talk to Maggie Beach, CFP®, CPA/PFS, and XYPN Member who is the founder of NexJenn Financial Services—a fee-only firm servicing the real estate niche—and NexJenn CPA—an accounting firm that specializes in individual and trust taxation. Today’s podcast is full of information as Maggie shares her expertise in real estate, and how her early career path gave her the ability to provide advice on a personal level. In this show, we talk about everything in the real estate niche, from pro...
Ep #344: Knowledge Gap: The Power of Advice-Only Planning: A Conversation with Cody Garrett
September 21, 2022 12:00 - 1 hour - 83.6 MBWe’re excited to welcome XYPN member Cody Garrett, CFP®, founder of Measure Twice Financial—an advice-only firm based in Houston, TX. After 10 years in the music industry, Cody jumped into a career in financial planning. As Cody learned about financial planning, he shared blogs to teach others at the same time. His generosity changed the trajectory of his career. Cody lasted two and a half years at an RIA before the floodgates opened. Dozens of clients started reaching out wanting planning...
Ep #343: Finding Success Building a Socially Responsible Firm: A Conversation with Ethan Miller
September 07, 2022 12:00 - 1 hour - 88.7 MBToday, we talk to XYPN member Ethan Miller, CFP®, founder of Planning for Progress—a fee-only firm based in Washington D.C. Ethan started his career in labor and union organizing which gave him the passion for working with individuals one-on-one to empower them to make the world a better place. Financial planning seemed to be the perfect way to help clients lead socially responsible lives while building financial stability. He launched Planning for Progress in 2016 part-time to build slowl...
Ep #342: Coaching Clients Through Uncertainty with Empathy: A Conversation with Rachael Burns
August 24, 2022 12:00 - 1 hour - 86.3 MBWe’re excited to welcome XYPN member, Rachael Burns, CFP®, CDFA®, founder of True Worth Financial Planning, on the show today. Rachael’s start in financial services and life experience have allowed her to build a practice based on empathy and education. The day after learning she was pregnant with twins, her family faced the news that no one should have to hear: her husband had a brain tumor. Shortly after the birth of their twins, the COVID pandemic hit. The next year was challenging—to s...
Ep #341: Embracing Career Change & Finding Success Serving the Tattoo Artist Niche: A Conversation with Colton Etherton CFP®
August 10, 2022 12:00 - 54 minutes - 74.3 MBWe’re excited to welcome Colton Etherton CFP®, XYPN Member, and owner of Out of the Office Planning to the show today. On this episode, Colton talks us through his professional background, which includes starting his career in the banking side of financial services, transitioning to Merrill Edge, Schwab, then an independent RIA, all before launching his fee-only firm with a tattoo artist niche. Colton shares the impact of his unexpected unemployment in the launch of his firm in January of ...
Ep #340: Successfully Scaling an Advice-Only Firm Serving the Dentist Niche: A Conversation with Sharon Weaver, CFP®
July 27, 2022 12:00 - 53 minutes - 73.4 MBWe’re excited to welcome XYPN member Sharon Weaver, CFP®, the founder of Mission Financial Planning, on the show today. Sharon has been a CFP® for over 25 years but had never actually done a financial plan until she launched her firm 11 years ago. Some early dentist clients from a center of influence referral eventually led her to go all in on working with dentists. She's been growing her network of dentistry practice consultants, bankers, and insurance folks who work with dentists and is ...
Ep #339: Building a Profitable Fee-Only Firm & Working Part-Time: A Conversation with Chad Holmes
July 13, 2022 12:00 - 56 minutes - 77.8 MBWe’re excited to welcome XYPN member Chad Holmes, founder of Formula Wealth, on the show today. Chad always knew he would be an entrepreneur and discovered financial planning in high school when his grandparents invited him to sit in on a meeting with their financial advisor. He started his career in public accounting as an auditor, thinking it would help prepare him to be an advisor because accounting and finance were basically the same things, right? Not really, and Chad is glad to be on a...
Ep #338: Scaling to 100 Clients in 3 Years & Working 3-Day Weeks: A Conversation with Ryan Greiser, CFP®
June 29, 2022 12:00 - 55 minutes - 75.6 MBWe’re excited to welcome XYPN member Ryan Greiser, founder of the Pennsylvania-based financial planning firm Opulus, to the show. Ryan started his professional career as an athletic trainer before a client recruited him into a financial planning firm, where “financial planning” was actually just cold calling and selling insurance. Ryan lasted three years before moving to a broker-dealer, and while he was able to do more planning there, he was still expected to sell insurance—and a lot of it ...
Ep #337: Launching a Firm With Investment Management Experience & Serving Firefighters: A Conversation with Patrick Clark
June 15, 2022 12:00 - 52 minutes - 71.8 MBWe’re excited to welcome XYPN member Patrick Clark to the show today. Patrick is the founder of Neshaminy Creek Advisors, a fee-only firm specializing in volunteer firefighting companies and their firefighters in Bucks County, PA. Patrick has been in the industry for almost 30 years, starting out on the investment side of the business before getting introduced to financial planning through a friend and eventual business partner. He launched his own firm four years ago with just one volunte...
Ep #336: Finding Balance Building a Boutique Firm & Serving the Dentist Niche: A Conversation with Reese Harper
June 01, 2022 12:00 - 1 hour - 104 MBWe’re excited to welcome XYPN member Reese Harper to the show today. Reese is the founder of Dentist Advisors, a virtual firm based in Salt Lake City, UT., focused on serving (you guessed it) dentists. Reese started his firm in 2007 after working at Northwestern Mutual, and he had one dentist client as part of a book of business that he left with. After experiencing 2008 and his first year of running his firm, he decided to go all-in and focus exclusively on dentists—and this is at a time ...