Episode No. 262 | July 01, 2020
Supporting, Coaching, & Empowering Women Through Major Financial Decisions As a Certified Money Coach
The Career of Therese Nicklas
We’re excited to have XYPN member Therese Nicklas, owner of Wealth Coach for Women, a fee-only firm in Rockland, MA, on the show today. Therese has 40 years of experience in the financial services industry, with time spent working in the insurance business with employee benefits as we …
June 24, 2020
EP #261: Jumping Careers In Her 40s And Building Confidence In The Industry While Slowly Building Her RIA, The Career Of Leslie Ransom
We’re excited to have XYPN member Leslie Ransom, owner of Indie Financial Planning, a fee-only firm in Chicago, IL, on the show today. Leslie spent nearly two decades on the sale and distribution side of the music industry, working with bands and music labels all across the nation. Le …
June 17, 2020
A Non-Traditional Approach To Building A Firm
We’re excited to have XYPN member Tyler Landes, owner of Tandem Financial Guidance, a fee-only firm in Kansas City, Missouri, on the show today. Tyler has had a really unique experience building his firm. In 2014, Tyler became a founding member of XY Planning Network, joining the then …
June 10, 2020
Lifting the Mental Health Stigma
We’re excited to have XYPN member Dave Rowan, owner of Rowan Financial, a fee-only firm in Bethlehem, PA, on the show today. Dave is a career changer; he spent a majority of his professional life at Crayola - yes, the Crayola - as the Director of Research and Development, and though h …
June 03, 2020
Pivoting Niches While Remaining Mission-Driven
We are thrilled to have XYPN member, Angie Furubotten-LaRosee, owner of Avea Financial Planning, a fee-only firm in Richland, WA, on the show today. Angie shares her unique experience in the world of entrepreneurship, having launched her firm once in 2011 and then again in 2018. She e …
May 27, 2020
Ep #257: The Experiences of Running a Newly Launched Firm During the 2008 Market Crash with Diana Bacon and Scott Bell
We’re excited to have XYPN members Diana Bacon, with FSG out of Dallas, TX, and Scott Bell with GDP, inc out of Manhattan Beach, CA on the show today. Both Diana and Scott started and grew their own RIAs during the 2008 recession. During this episode, we reminisce about their experien …
May 20, 2020
Ep #256: Navigating The Way Forward with XYPN’s Advisor Success Team
This week, we’re changing things up and are excited to have XYPN coaches Emily Purdon, Arlene Moss, Carolyn Dalle-Molle and BB Webb on the podcast today. Once COVID-19 became recognized as a global pandemic, the XYPN team recognized that advisors were going to be facing new experience …
May 13, 2020
Building A Deliberate Firm As An Introvert
We’re thrilled to share the story of XYPN member, Chuck Donalies, on the show today. Chuck is the owner of Donalies Financial Planning, a fee-only firm in Washington DC. Chuck started his career in the biotech space but was drawn to financial planning while pursuing his MBA. Shortly a …
