Episode No. 387 | May 15, 2024
Balancing Motherhood and Management While Scaling an RIA
With Rebecca Conner
In 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 …
Episode No. 386 | May 01, 2024
Level Up Your Client Engagement Game with Elements’ Revolutionary Diagnostic Tool
With Reese Harper and Carl Richards
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On 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 te …
Episode No. 385 | April 17, 2024
XYPN From “NextGen” to the “NextTen:” A Growth Story
With Alan Moore and Michael Kitces
Today’s episode is a special edition of XYPN Radio as we celebrate 10 years of 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 unta …
Episode No. 384 | April 03, 2024
How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years
With Cathy Curtis
I 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, where she delved into her passion for running a solo practice tailored primarily to women who are single, heads …
Episode No. 381 | February 21, 2024
The Power of YouTube: Strategies for Building Your Clientele
With Patrick King
This 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 …
Episode No. 380 | February 07, 2024
Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt
With Tara Tussing Unverzagt
Join 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 21 …
Episode No. 379 | January 24, 2024
Niche Mastery: How to Authentically Target Your Audience
With Lindsey Young
Embracing 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 navig …
Episode No. 378 | January 10, 2024
Building Prosp(a)rity & Bridging the Wealth Divide
With Briana Franklin
Join 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 pos …
