July 29, 2020
Ep #266: Helping Clients Make An Impact Through SRI/ESG Investing - The Careers of Erica Blake and Jan Schalkwijk
We’re excited to have XYPN members Erica Blake and Jan Schalkwijk on the show today to talk about how they've incorporated Socially Responsible Investing (SRI/ESG) into their firms. While Erica and Jan run their own RIAs, they met each other when Jan put a call out in the XYPN member …
July 22, 2020
Ep #265: Building An Inclusive Firm That Creates Opportunities For Women and People of Color To Grow and Succeed: The Career of Jocelyn Wright
We’re honored to interview Jocelyn Wright, owner and founder of the Ascension Group, a fee-only firm in Philadelphia, PA, on the show today. During today's episode, Jocelyn outlines her path for getting into and working her way around this industry. She's an MBA and a CFP®, has had ex …
July 15, 2020
Ep #264: The Significance of the Reg BI Challenge with Michael Kitces
We’re thrilled to welcome back XYPN co-founder and Industry Guru, Michael Kitces, to the show today to talk through XYPN’s lawsuit against the SEC. As you may be aware, in September 2019, XYPN challenged the Regulation Best Interest rule in federal court. After months of litigation, w …
July 08, 2020
Ep #263: The Power Of The Niche: Strategically Marketing To Your Ideal Client To Accelerate Your Firm’s Growth - The Career of Levi Sanchez
We’re excited to have XYPN member Levi Sanchez, founder of Millennial Wealth, a fee-only firm in Seattle, Washington on the show today. Like many advisors, Levi got his start in this industry immediately after college at Merrill Lynch and went through their advisor training program. A …
Episode No. 262 | July 01, 2020
Ep #262: Supporting, Coaching, & Empowering Women Through Major Financial Decisions As a Certified Money Coach: The Career of Therese Nicklas
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
Ep #260: A Non-Traditional Approach To Building A Firm: Working Full-Time To Remain Cash Flow Positive: The Career Of Tyler Landes
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
Ep #259: Lifting the Mental Health Stigma: How Prioritizing Happiness and Changing Careers Can Help You Live a More Fulfilling Life, The Career of Dave Rowan
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 …
