Episode No. 405 | March 12, 2025
The Art of Client Onboarding
With Libby Greiwe ChFC, RICP, FIC
On this episode of Behind the Advisor, I'm thrilled to chat with Libby Greiwe ChFC, RICP, FIC, founder of The Efficient Advisor, about the power of a well-designed and automated client onboarding process. Libby shares her journey from working around the clock to building a seven-figur …
Episode No. 386 | May 01, 2024
Level Up Your Client Engagement Game with Elements’ Revolutionary Diagnostic Tool
With Reese Harper and Carl Richards
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On today's episode, we are thrilled to welcome XYPN member, Reese Harper, CFP®, and Carl Richards, CFP®, to XYPN Radio. These innovative minds are behind the cutting-edge technology called Elements, XYPN’s newest technology partner. We'll dive deep into the origins of Elements, the te …
Episode No. 380 | February 07, 2024
Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt
With Tara Tussing Unverzagt
Join us for an insightful episode as we delve into the journey of Tara Tussing Unverzagt, founder of South Bay Financial Partners, and explore her innovative approach to financial planning. This is Tara’s second time on the podcast. You can check out her first appearance on episode 21 …
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. 342 | August 24, 2022
Coaching Clients Through Uncertainty with Empathy
A Conversation with Rachael Burns
We’re excited to welcome XYPN member, Rachael Burns, CFP®, CDFA®, founder of True Worth Financial Planning, on the show today. Rachael’s start in financial services and life experience have allowed her to build a practice based on empathy and education. The day after learning she was …
May 12, 2021
Ep #307: Investment Storytelling: An Interview with Kelly Klingaman
Today, we’re excited to introduce you to Kelly Klingaman, Vice President and Regional Director of Dimensional Fund Advisors (DFA). Kelly has worked in the RIA space for the past 12 years, helping advisors around the country understand and communicate investment management strategies t …
April 21, 2021
Ep #304: Supporting Clients Through Grief and Transition: A Conversation with Julie Quick and Chris Dale
Today we have the honor of speaking with Chris Dale and Julie Quick, two XYPN members and RIA owners who make a tremendous impact in their clients’ lives as they focus on the complex niche of people in transition, specifically those dealing with grief. To begin our conversation, Julie …
February 10, 2021
Building an Authentic Firm That’s a Magnet for Clients: A Discussion with Anna N’Jie Konte
We’re excited to have XYPN member Anna N’Jie Konte, the founder of the fee-only firm Dare to Dream Financial Planning out of Kensington, MD, on the show today. Anna started her firm in August of 2019 and now serves 27 clients, most of whom are business-owning women of color—clients wh …
