Episode No. 305 | April 28, 2021
Embracing an Expanding Compliance Program
A Discussion with Shelby Brown and Terria Heng
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 experience as examiners and compliance consultants. Terria and Shelby discuss with us their recommended approach to compliance, the time co …
April 21, 2021
Ep #304: Supporting Clients Through Grief and Transition: A Conversation with Julie Quick and Chris Dale
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’ lives as they focus on the complex niche of people in transition, specifically those dealing with grief. To begin our conversation, Julie …
April 14, 2021
Ep #303: Adding a Partner Into an Established Firm: A Conversation With Ryan Mohr and Eric Thomas
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, where we talk about all things partnering—how to do it, when to do it, and all of the potential benefits. Three and a half years ago, Ryan …
April 07, 2021
Ep #302: The Real Value of an Intern: A Conversation with Pearl Michalson
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 up and has a wealth of expertise when it comes to all things interns and internships. From identifying top talent to training managers …
March 31, 2021
Ep #301: Hiring A Spouse - A Conversation with Ashlee deSteiger and David Rae
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 comes along with working having your spouse as a coworker. Ashlee’s husband joined her firm, Gunder, after seeing the momentum and freedom s …
March 24, 2021
Ep #300: From Unfulfilled Employees to Independent RIA Owners: A Conversation with Charles Ho and Tremaine Wills
Today, we have two remarkable XYPN members—Tremaine Wills and Charles Ho—on the show. Tremaine and Charles both left the broker-dealer space knowing they were destined to do more meaningful work. Both ended up finding major fulfillment in being owners of their very own independent RIA …
March 17, 2021
Ep #299: Considerations for Special Needs Planning: A Discussion With Alexandra Baig, Neil Mahoney, Todd Sensing, and Matthew Ricks
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 advisor has built a practice that either focuses entirely on or incorporates special needs planning—a unique niche that brings its own cha …
March 10, 2021
Ep #298: Strategic and Authentic Podcasting: A Conversation with Aaron Agte, Michael Reynolds, and Trishul Patel
Today, we’re excited to talk with three extraordinary people—Aaron Agte, Michael Reynolds, and Trishul Patel—with three remarkable things in common: they are all RIA owners, XYPN members, and, to top it off, podcasters. In today's episode, we discuss the intricacies of hosting a podca …
