Latest Geny Podcast Episodes
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Ep #390: Leveraging Lived Experience to Serve Business Owners
XYPN Radio - June 26, 2024 10:00 - 55 minutes ★★★★★ - 131 ratingsIn today’s episode of XYPN Radio we are joined by John Bovard, CFP®, founder and CEO of Incline Wealth Advisors, a thriving wealth management firm based in Cincinnati. John launched his firm in 2020, just before the pandemic, and has impressively grown it to serve over 75 clients with a dedicate...
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Ep #389: Going Full-time as a Solopreneur with Linden Cornett
XYPN Radio - June 12, 2024 10:00 - 51 minutes ★★★★★ - 131 ratingsIn this special episode of XYPN Radio, we are thrilled to welcome back Linden Cornett, the founder of Seagrass Financial. Linden holds the honor of being the first guest to return three times over our eight-year journey at XYPN Radio. Many recent guests have mentioned Linden as a role model with...
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Ep #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David Harpool
XYPN Radio - May 29, 2024 10:00 - 54 minutes ★★★★★ - 131 ratingsIn this episode of XYPN Radio, we are thrilled to welcome back Jack Arnold, CFP®, and David Harpool, AAMS®, founders of AVID Planning in St. Petersburg, Florida. Having first joined us in January 2022 on XYPN Radio Episode 326, Jack and David return to share the significant changes and challenge...
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Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner
XYPN Radio - May 15, 2024 10:00 - 55 minutes ★★★★★ - 131 ratingsIn this episode of XYPN Radio, we welcome back Rebecca Conner, CFP®, founder of SeedSafe Financial. Since launching her firm in 2016, Rebecca has navigated the complexities of growing and scaling a successful business while also embracing the joys and challenges of parenthood. Rebecca shares h...
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Ep #386: Level Up Your Client Engagement Game with Elements’ Revolutionary Diagnostic Tool
XYPN Radio - May 01, 2024 10:00 - 59 minutes ★★★★★ - 131 ratingsOn today's episode, we are thrilled to welcome XYPN member, Reese Harper, CFP ®, and Carl Richards, CFP ®, to XYPN Radio. These innovative minds are behind the cutting-edge technology called Elements, XYPN’s newest technology partner. We'll dive deep into the origins of Elements, the technology...
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Ep #385: XYPN From “NextGen” to the “NextTen:” A Growth Story
XYPN Radio - April 17, 2024 10:00 - 1 hour ★★★★★ - 131 ratingsToday’s episode is a special edition of XYPN Radio as we celebrate 10 years at XYPN with co-founders Alan Moore and Michael Kitces who join me on today's episode. We reminisce about the early days of XYPN, how Alan and Michael first met, and the initial emails exchanged about the untapped opport...
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Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis
XYPN Radio - April 03, 2024 10:00 - 1 hour ★★★★★ - 131 ratingsI 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, h...
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Ep #383: Grow Your Firm Faster by Leveraging Your Former Career with Mike Zung, CFP®
XYPN Radio - March 20, 2024 10:00 - 59 minutes ★★★★★ - 131 ratingsToday 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...
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Ep #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm
XYPN Radio - March 06, 2024 13:00 - 54 minutes ★★★★★ - 131 ratingsIn 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 wire...
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Ep #381: The Power of YouTube: Strategies for Building Your Clientele
XYPN Radio - February 21, 2024 08:00 - 47 minutes ★★★★★ - 131 ratingsThis 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 de...
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Ep #380: Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt
XYPN Radio - February 07, 2024 05:39 - 56 minutes ★★★★★ - 131 ratingsJoin 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 xyplan...
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Ep # 379: Niche Mastery: How to authentically target your audience with Lindsey Young
XYPN Radio - January 24, 2024 10:00 - 53 minutes ★★★★★ - 131 ratingsEmbracing 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 divers...
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Ep # 378: Building Prosp(a)rity & Bridging the Wealth Divide
XYPN Radio - January 10, 2024 08:04 - 52 minutes ★★★★★ - 131 ratingsJoin 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 Leagu...
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Ep #377: Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA
XYPN Radio - December 27, 2023 05:18 - 55 minutes ★★★★★ - 131 ratingsXYPN 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 ...
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Firm In Flux: How Buyout and Reinvention Can Kick Start an RIA
XYPN Radio - December 27, 2023 05:18 - 55 minutes ★★★★★ - 131 ratingsXYPN 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 ...
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Ep #376 Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance
XYPN Radio - December 13, 2023 10:00 - 54 minutes ★★★★★ - 131 ratingsIn 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...
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Ep #375: Building Eden: Exploring The Heart Of Year One In A New RIA
XYPN Radio - November 29, 2023 10:00 - 49 minutes ★★★★★ - 131 ratingsMany 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 l...
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Ep #374: When Your Life Partner Makes for the Best Business Partner
XYPN Radio - November 15, 2023 12:30 - 56 minutes ★★★★★ - 131 ratingsJoin 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 t...
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Ep #373: XYPN’s 2023 Benchmarking Study Highlights LIVE
XYPN Radio - November 01, 2023 10:00 - 1 hour ★★★★★ - 131 ratingsWhat 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...
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Ep #372: How To Find Success While Doing the Next Right Thing
XYPN Radio - October 18, 2023 12:00 - 55 minutes ★★★★★ - 131 ratingsDoing 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 do...
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Ep #371: How Life's Detours Can Support Your Dream Job
XYPN Radio - October 04, 2023 12:00 - 55 minutes ★★★★★ - 131 ratingsYour 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 a...
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Ep #370: Mastering the RIA Transition from CIO to Successful Founder
XYPN Radio - September 20, 2023 09:19 - 55 minutes ★★★★★ - 131 ratingsOur 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 f...
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Ep #369: Empowering Your Finances: Lessons from Ministry to Money Management
XYPN Radio - September 06, 2023 12:00 - 1 hour ★★★★★ - 131 ratingsJoin 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 congre...
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Ep #368: Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients
XYPN Radio - August 23, 2023 12:00 - 46 minutes ★★★★★ - 131 ratingsOur 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 ...
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Ep #367: How Resilience and Community Paved a Path to Success With Leland Gross
XYPN Radio - August 09, 2023 14:14 - 51 minutes ★★★★★ - 131 ratingsWe 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 e...
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Ep #366: When Taking Custody and Engaging Virtual Assistance is Right For Your RIA With Kate Yearwood Young
XYPN Radio - July 26, 2023 12:00 - 59 minutes ★★★★★ - 131 ratingsIf 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 Y...
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Ep #365: How to Mine the Market to Find & Maximize Your Niche With Marlon Wesh
XYPN Radio - July 12, 2023 12:00 - 57 minutes ★★★★★ - 131 ratingsIf 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 earl...
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Ep #364: Becoming a Student of Your Own Art With Terry Bradford-Crane
XYPN Radio - June 28, 2023 12:00 - 52 minutes ★★★★★ - 131 ratingsIf 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 w...
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Ep #363: Finding Your Fit and Equity Compensation as a Powerful Niche With Christine Amill Centeno
XYPN Radio - June 14, 2023 12:00 - 55 minutes ★★★★★ - 131 ratingsIf 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 a...
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Ep #362: The Benefits of Fee-restructuring & Other Mid-course Growth Decisions with John Underhill
XYPN Radio - May 31, 2023 12:00 - 53 minutes ★★★★★ - 131 ratingsIf 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, C...
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