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 …
February 06, 2019
Ep #190: Working with Clients in Transition - The Career of Shannon Moenkhaus
From tax planning to owning a growing RIA, Shannon Moenkhaus has had an interesting path to finding her place in financial planning. With her firm successfully reaching $360,000 in just 2 years, we can all learn a lot from Shannon's journey through partnerships, transitions, planning, …
December 19, 2018
Ep #183: Comprehensive Financial Planning to Include Tax Planning - The Career of Dave Zaegel
Today’s episode is great for all financial planners, but especially those wanting to incorporate more in-depth tax planning—and even tax preparation—into their service model. XYPN member Dave Zaegel is here to share his journey from public accounting to financial planning to starting …
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 …
September 26, 2018
Ep #171: Leveraging Processes to Allow Explosive Growth Working 20 Hours-Week - The Career of Rebecca Conner
Rebecca Conner took the leap and started her own financial planning firm. Her early success is something she credits to having a specific niche from the start and implementing processes that nurtured growth. She discusses the risks she took on, her unique niche in tech and how she fig …
June 27, 2018
Ep #158: Helping Clients Live Their Life After Grief – The Career of Chris Dale
Dealing with clients who are grieving or going through a great loss requires a great deal of courage, compassion and wisdom. Chris Dale is an advisor and planner who has gone through significant loss and channeled that into a practice of his own that caters specifically to people goin …
May 09, 2018
Ep #151: Becoming Financially Independent at 35 While Running an RIA – The Career of Kyle Mast
Kyle Mast joins us on the show to talk about his career journey, which started in a family business through a succession plan and ended with him owning his own RIA. He discusses the details of his business, Clarity Financial, LLC, and the strategies he has used to build it successfull …
March 21, 2018
Ep #144: Finding Success Working with Clients with Similar Values – The Career of Diana Bacon
Life gets messy; whether it’s a new tax law or a looming divorce settlement, the value of a financial planner who has expertise in these areas is immense. Diana Bacon joins us on the show to discuss her career from working with multiple firms to eventually moving to the fee-only model …
