Episode No. 400 | November 13, 2024
XYPN’s 2024 Benchmarking Study Highlights LIVE
With Alan Moore and Michael E. Kitces
What’s the real trajectory of an RIA? How early should you start hiring, and is a niche worth it? Co-Founders Alan Moore and Michael Kitces hit the stage at XYPN LIVE 2024 to discuss insights from the seventh-annual Benchmarking Study on episode 400 of XYPN Radio. Each year, the study …
Episode No. 399 | October 30, 2024
Redefining Success In Your Financial Planning Firm
With Brenna Baucum, CFP®, CTS™
In this episode of XYPN Radio, we welcome Brenna Baucum, CFP®, CTS™, founder of Collective Wealth Planning. Just 21 months after launching her firm in Salem, Oregon, Brenna has already reached significant milestones, with 21 clients and $21 million in assets under management. Brenna s …
Episode No. 398 | October 16, 2024
Supporting Childfree Clients with Financial Planning and Beyond
With Jay Zigmont, PhD, MFA, CFP® and Bri Conn
In this episode of XYPN Radio, we sit down with Jay Zigmont, founder of Childfree Wealth®, and Bri Conn, the firm's Chief Experience Officer, to dive into the unique financial planning needs of childfree individuals. With over 25% of the population identifying as childfree, Jay and Br …
Episode No. 397 | October 02, 2024
Empowering Internationally Born Clients Through Financial Planning
With Jane Mepham, CFP®
In this episode, we sit down with Jane Mepham, CFP®, Founder and CEO of Elgon Financial Advisors, a fee-only firm based in Austin, Texas, specializing in serving foreign-born individuals. Originally from Kenya, Jane shares her journey to the U.S. to study computer science and how a la …
Episode No. 396 | September 18, 2024
Leading a Growing Advisory Firm
With Nathan Donohue CFP®, RICP®, CLU®, CLTC®
In this episode of XYPN Radio, I chat with Nathan Donohue CFP®, RICP®, CLU®, CLTC®, co-founder and partner at Consilio Wealth Advisors, a fee-only firm based in Scottsdale, Arizona. Nathan shares his experience transitioning his team from a broker-dealer in 2021 and what it takes to r …
Episode No. 395 | September 04, 2024
Mastering Talent Acquisition: Insights on Recruiting and Retaining Top Financial Planning Professionals
With Caleb Brown, MBA, CFP®
In this episode of XYPN Radio, we welcome back Caleb Brown, MBA, CFP®, the founder and CEO of New Planner Recruiting. With over 20 years of experience in the industry, Caleb brings a wealth of knowledge and a unique perspective on what it takes to attract and retain top talent in advi …
Episode No. 394 | August 21, 2024
How to Lead a Passion-Driven Ensemble Firm
With Jason Speciner, CFP®, EA
On this episode of XYPN Radio, we welcome Jason Speciner, CFP®, EA, founder and CEO of Financial Planning Fort Collins, or FPFoCo, a comprehensive financial planning and tax preparation firm based in Fort Collins, Colorado. Jason, who last appeared on the show in 2019, returns to shar …
Episode No. 393 | August 07, 2024
How Focusing on a Niche Allows You to Love Your Work
With Ashley Foster, CFP®
In this episode of XYPN Radio, we welcome back Ashley Foster, CFP®, founder of NXT:GEN Financial Planning. You might remember Ashley from Episode 321 in 2021, where he shared his journey transitioning from the insurance industry to the fee-only financial planning world. Today, Ashley …
