Episode No. 336 | June 01, 2022
Finding Balance Building a Boutique Firm & Serving the Dentist Niche
A Conversation with Reese Harper
We’re excited to welcome XYPN member Reese Harper to the show today. Reese is the founder of Dentist Advisors, a virtual firm based in Salt Lake City, UT., focused on serving (you guessed it) dentists. Reese started his firm in 2007 after working at Northwestern Mutual, and he had one …
Episode No. 335 | May 18, 2022
Building a Fee-Only Lifestyle Firm Through Good Times and Bad
A Conversation with Danielle Harrison
We’re excited to welcome XYPN member Danielle Harrison MBA, CFP®, CFT-I™, the founder of Harrison Financial Planning, a fee-only firm based in Columbia, Missouri, on the show today. Danielle was destined to be a financial planner, starting all the way back in middle school as a kid fa …
Episode No. 334 | May 04, 2022
The Future of #XYPNRadio
A Conversation with Alan Moore and Maddy Roche
Today’s episode is a shift from our typical one. Alan Moore, CEO and Co-Founder of XYPN, joins Maddy for a conversation about some changes that are happening—good ones—with the leadership structure at XYPN, their roles, and this podcast. As you’ll hear, over the past ten months since …
Episode No. 333 | April 20, 2022
Finding Success Serving the Real Estate Investor Niche
A Conversation with Cynthia Meyer
Today, we talk to Cynthia Meyer, a CFP®, CFA, and XYPN Member, who is the owner and founder of Real Life Planning—a fee-for-service firm dedicated to supporting real estate investors. Today’s podcast is full of information as Cynthia shares her expertise with real estate, and how she’ …
Episode No. 332 | April 06, 2022
Providing a Personal Client Experience in a Virtual Firm
A Conversation with Leo Marte, CFP®
Today’s interview is with Leo Marte, CFP®, the owner of Abundant Advisors, a virtual fee-only firm that specializes in serving Christian professionals. Leo joined XYPN and launched his firm in 2020 after spending a dozen years at Vanguard, managing a large team, and working with thous …
Episode No. 331 | March 23, 2022
The Confidence to Launch and Define Your Niche
A Conversation with Elaine King and Scott Alan Turner
Today, we talk with two advisors who launched their firms in the past six months. This is a different kind of podcast that gives folks an inside perspective on what it’s really like in the first year. Instead of talking to people about how their first year was in hindsight, Elaine Kin …
March 09, 2022
Ep #330: Mentally Preparing for Your First Year in Business: A Discussion with Kori Lennon
We’re excited to interview XYPN’s very own Director of Advisor Education, Kori Lennon. Kori pulls the strings for all of the educational programming for XYPN members—from our coaching offerings to our webinars. They are the ears and eyes of our community, always learning about what ad …
February 23, 2022
Ep #329: What the First Six Months of Running a Firm are Really Like: With Stefanie Pickard & Chao Zhang
Today we’re talking with advisors at a different stage of their business development than those we normally feature: two XYPN members who are in their first six months of launching their firm. Chao Zhang and Stefanie Pickard are in the midst of figuring things out as their firms get …
