December 12, 2018
Ep #182: Leveraging a Soccer Coaching Network to Build a Practice - The Career of Evan Loomis
Although he didn’t expect to become a financial advisor, Evan Loomis is now a successful owner of a firm that has gained 22 clients in just one year. How did he get there? In this episode, we’ll hear about his start in collections, as well as how he excelled in his financial career du …
December 05, 2018
Ep #181: The Day-to-Day of a COO - The Career of XYPN's COO Raul Dominguez
Today I’m excited to have XYPN’s Chief Operating Officer, Raul Dominguez, on the show! After spending the first part of his career as a Navy helicopter pilot, Raul decided to transition to civilian life and ultimately joined our team back in 2015. He joins this episode to share what h …
November 28, 2018
Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces
XYPN co-founder Michael Kitces is back on the show! For the second year now, we have collected data from our member firms to help us better understand their businesses and how they’re operating, and Michael joins me today to talk about what we found.
November 21, 2018
Ep #179: From Managing a Hedge Fund to Building an RIA - The Career of Michelle Gass
XYPN member Michelle Gass has had quite a unique path into the financial planning world. After starting her career as a tax accountant, Michelle transitioned into a family office, and then ended up launching and running a successful hedge fund for over twenty years. It wasn’t until af …
November 14, 2018
Ep #178: Transitioning From Trader to Financial Planner - The Career of Morgen Rochard
Morgen Rochard started out trading but eventually ended up owning her own RIA firm. In this episode we will learn how her trading experience has affected how she does business and actually guided her into financial planning. She shares her journey with us and tips from her experience …
November 07, 2018
Ep #177: Running Two Successful Businesses As Siblings - The Careers of Danna Jacobs and Rob Colon
Danna Jacobs and Rob Colon are an impressive brother and sister duo that went from launching a firm in 2013 with just one client—who happened to be their grandfather—to running not just one, but two successful businesses. The founders of Legacy Care Wealth and Inspired Vision Accounti …
October 31, 2018
Ep #176: Serving Homeschool Families As a Homeschool Parent - The Career of Wakefield Hare
Todays' guest decided to start his own firm just six months after buying into a partnership to become the succession plan for a retirement-age advisor. Now the founder of Greater Than Financial, Wakefield Hare began his journey to starting his own firm after he learned about XYPN in 2 …
October 24, 2018
Ep #175: Financial Planning for Genentech Employees - The Career of David Barson
My guest today is a great example of how powerful it can be to nail down a niche. David Barson is the founder of Barson Financial Planning, and nearly two years after starting his firm, he has really started focusing on his ideal client profile: Genentech employees. Having started his …
