Episode No. 362 | June 01, 2023
The Benefits of Fee-restructuring & Other Mid-course Growth Decisions
A Conversation with John Underhill
If you’re interested in learning how employment contract restrictions can seriously disrupt your plans to take clients with you should you decide to break away from your broker, as well as working through growth and fee structuring decisions, this episode is for you! XYPN member John …
Episode No. 361 | May 17, 2023
Radically Grow Revenue by Niching What and Who You Know: With Brian O’Neill
With Brian O’Neill
In this fun conversation with XYPN member Brian O'Neill, CFP®,founder of Winged Wealth Management and Financial Planning, we hear how niching not only what you know, but who you know can radically grow your business—even in the first year! Brian spent the first 20 years of his career …
Episode No. 360 | May 03, 2023
From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients
A Conversation with Kaysian Gordon
If you are interested in what it takes to transition from a long-term wirehouse position to solo RIA ownership, what it means to truly answer a calling, and how to sustainably serve others without being self-sacrificing, this episode is for you!
Episode No. 359 | April 19, 2023
From CPA to Starting & Growing Your Own RIA
A Conversation with Mike Troxell
If you’re interested in learning about the advantages of growing your firm with like-minded advisors, the benefits of hiring a virtual assistant, and how none of it would be possible without a supportive spouse, this episode’s for you!
Episode No. 358 | April 05, 2023
When “Having It All” Looks Different Than You Planned
A Reflective Conversation with Betty Wang
If you’ve ever found yourself questioning what “having it all” looks like for you, how to pull focus on those visions and find balance as you start and run your business, this episode is for you. In this reflective and empowering conversation, XYPN member Betty Wang, CFP®, founder of …
Episode No. 357 | March 22, 2023
The ROI of Using a Values-Based Approach to Gain Traction With Your Ideal Client
A Conversation with Jake Northrup
If you’re interested in learning how to grow your initial firm investment five-fold in 3 ½ years in a dual-entrepreneurial household, this episode’s for you! Join in the conversation with XYPN member Jake Northrup, CFP®, CFA, CSLP®,founder of Experience Your Wealth and hear about how …
Episode No. 356 | March 08, 2023
Niche What You Know and Grow Fee-only Revenue to $250k in 5 Years
A Conversation with Andie Clark
If you’re interested in learning how niching what you know and starting a group focused around that niche can help grow your fee-only revenue to $250k in 5 years, this episode is for you! We're excited to welcome XYPN member Andie Clark, founder of The Table Financial Planning, a virt …
Episode No. 355 | February 22, 2023
Out of the FIRE Goal and Into the Solo Practice
An Inspiring Conversation with Frank Austin
If you’re interested in hearing about building a unique firm that's more focused on helping people and having an impact versus just being focused on making money due to personal financial circumstances, this episode is for you! This inspiring and really interesting conversation with X …
