Episode No. 328 | February 09, 2022
An RIA Consultant’s Advice for Building Your Firm
A Conversation with Cameo Roberson
Today I talk with Cameo Roberson, the owner and founder of Atlas Park Consulting—a consulting firm for RIAs. Cameo isn’t an XYPN member, nor is she an RIA owner, but she’s deeply familiar with the space and the experiences of advisors who are running their firms. Today, we dive into C …
Episode No. 327 | January 26, 2022
Building Confidence to Launch and Grow Your Ideal Firm
A Conversation with Heather Townsend
Today’s interview is with XYPN member Heather Townsend, owner and founder of Townsend Financial, a virtual fee-only firm based out of Scottsdale, AZ. Heather is in her fourth year of business and is hitting her stride working with over 40 of her most ideal clients: business owners and …
Episode No. 325 | December 29, 2021
Changing Careers & Growing a Successful Fee-Only Firm
An Interview With Jennipher Lommen, CFP®, EA
Today, Jennipher Lommen, CFP®, EA founder of Wildflower Financial, a fee-only firm out of Santa Cruz, California, is on the show. Jennipher is a career changer and entered this industry only a few years before she launched Wildflower four years ago. Jennipher homeschooled all three of …
Episode No. 324 | December 15, 2021
The Power of Preparation & Perseverance in Building Your Ideal Firm
An Interview with Wes Shannon
We’re joined today by XYPN member and founder of SJK Financial Planning, Wes Shannon. Wes has been running his Fort Worth, TX firm for six years and, despite feeling admittedly swamped, has reached the point where he feels like he’s built his ideal firm. In this episode, Wes discusses …
September 08, 2021
Ep #317: Coaching Clients Through Liquidity Events: A Conversation with Tom Lo
We’re excited to welcome Tom Lo, XYPN Member and founder of Vested Financial Planning, on the show today. As his firm name alludes to, Tom works with Silicon Valley tech professionals and has a particular focus on helping clients through a liquidity event at their company. Tom shares …
August 25, 2021
Ep #316: Get What You Want Out of Your Business Using the EOS Model: An Interview with Jerry Kauffman
Today we’re excited to have Jerry Kauffman, a Certified EOS Implementer on the show. EOS is the Entrepreneurial Operating System—a system designed to help entrepreneurs get more of what they want out of their businesses. XYPN integrated the EOS model into our organization just about t …
February 03, 2021
Ep #293: From Stay-at-Home Mom to Blogger to Helping Run a Financial Planning Business: A Conversation with Amy Artiga and Ben Wacek
We’re excited to have XYPN member Ben Wacek, founder of Guide Financial Planning, and his firm’s Operations Manager, Amy Artiga, on the show today. A few years ago, Amy was a stay-at-home mom, looking to pivot into the financial planning industry, and she merged her interests of writi …
January 27, 2021
Ep #292: Fee-Only, Fiduciary, and Fully Independent Financial Planning Without Judgment: A Conversation with Todd Pouliot
We’re excited to have XYPN member Todd Pouliot, owner of Gateway Financial, a fee-only firm out of Northfield, OH, on the show today. Todd started his career spending time as a captive insurance agent and a long-time rep at a broker-dealer. In this episode, Todd talks about his evolut …
