May 01, 2019
Ep #202: Learning from Your Mistakes to Build the Business of Your Dreams - The Career of Sue Peck
Today XYPN member Sue Peck, founder of Evolution Financial, recounts the compelling story of how she discovered she was ready to start her own business after nearly 12 years of working for an investment management firm. She discusses the struggles of starting off on your own, where sh …
April 24, 2019
Ep #201: Merging and Then Buying a Practice - The Career of Quinn Arnold
From corporate finance to financial planning with almost no experience as a planner, Quinn Arnold went from not being able to find a financial planner for himself to fostering a relationship that pushed him into the field and ultimately led to him owning a firm. In this episode, he di …
April 17, 2019
Ep #200: Words of Wisdom For Entrepreneurs, From Entrepreneurs - A Celebration of Episode 200
Over the past 200 episodes, we’ve sat down with hundreds of entrepreneurs to show you the ups and downs of building a practice and the lessons learned along the way. Our goal is to help you see a wider perspective of what it means to be a financial planner and own a business, and one …
April 10, 2019
Ep #199: How a Love of Sailing Has Propelled His Business - The Career of Jamie Rice
Jamie Rice joins the show today to describe how he made the career jump from engineering for the U.S. Navy to investment management. The chief investment officer for his firm, JQR Capital, Jamie specializes in serving individual investors, adventurers, and small businesses. You’ll lea …
April 03, 2019
Ep #198: Providing Multi-Generational Financial Planning to Minority Families - The Career of Emlen Miles-Mattingly
Today, Emlen Miles-Mattingly joins the show to describe how he took his career from bank teller to president and CEO of the successful firm, Gen Next Wealth. We’ll discuss Emlen’s unique niche in providing multi-generational financial planning to minority families and what he is doing …
March 27, 2019
Ep #197: Building a Coaching Centric Planning Practice that Fits Your Lifestyle - The Career of Julie Ford
Today, Julie Ford joins the show to share how she started her successful financial planning career and how XY Planning Network helped her along the way. Specializing in serving city-dwelling couples, Julie prioritizes empowering her clients with the tools they need to create order in …
March 20, 2019
Ep #196: From Olympic Athlete to Financial Planner - The Career of Lauryn Williams
My guest today is XYPN member Lauryn Williams, founder of Worth Winning and the only American to have medaled in both the summer and winter Olympics. She joins the show to share her experience starting a financial planning firm as her athletic career came to a close and the major chal …
March 13, 2019
Ep #195: Getting Involved in the Foundation for Financial Planning - The Career of Dan Moisand
Today's episode is going to be a bit different. Dan Moisand has been in business for almost 20 years, so our conversation will focus on how he runs his firm and does so with a remarkably low turnover. Dan has worked in most environments, including commissioned insurance, broker-dealer …
