February 28, 2018
Ep #141: Life as the Spouse of an Entrepreneur - The Careers of Mary Beth and Brian Storjohann
The role of a supportive partner or spouse is extremely valuable to an entrepreneur and the success of their business and family. Mary Beth and Brian Storjohann join us on the show to share their inspiring journey through building a business, career changes, children and more. The pai …
February 21, 2018
Ep #140: Leveraging the Power of the Media to Build a Wildly Successful RIA Working with the LGBT Community - The Career of David Rae
Finding a fulfilling and effective niche can take quite a bit of time and stress. If you take the time to truly figure out what fits your skills and passions, massive success is almost guaranteed. David Rae came into the financial advisor field with a theatre background and a passion …
February 14, 2018
Ep #139: Building a Marketing Funnel to Grow Your Firm - The Career of Jen Mastrud - XYPN's Director of Marketing
XYPN's very own Jen Mastrud joins us on todays episode to share the exciting career path that's built her expertise and brought her to the point of thriving as XYPN's Director of Content Marketing. Jen's history working as a public speaker for a small university, a PR Director for a P …
December 27, 2017
Ep #132: Beating Cancer to Build a Kickass Firm - The Career of Kay Dee Cole
Building a business that really fits your life and passions is a dream for many and Kay Dee Cole made it a reality. Kay Dee joins the show today to share her experience with discovering her passion for financial advising and building her own practice. She has some great advice and ins …
December 06, 2017
Ep #129: Basing Fees on Complexity - The Career of PJ Wallin
Deciding on your fee structure can be a challenge. In this episode, PJ Wallin fills us in on his method of payment structuring and gives some great insight into how to make it work for clients. He also shares the ups and downs of his career and his process of building a successful and …
November 15, 2017
Ep #126: Using Tiered Services to Scale a Business – The Career of Bill Simonet
It’s easy to get stuck doing things the same way as everyone else but Bill Simonet shows us the value of doing things a bit differently. He joins us on this episode to share some wisdom and lessons he has learned on his path to becoming a successful practice owner. In just 15 months, …
November 08, 2017
Ep #125: Alan & Kitces Unhinged - Diving Deep Into XYPN's Inaugural Benchmarking Survey
I’m excited to have Michael Kitces on the show to talk about XYPN's Inaugural Benchmarking Survey. This year, we hired The Ensemble Practice to survey XYPN members to really understand their businesses. The report was pretty lengthy, so Michael and I talk through some of the highlight …
October 18, 2017
Ep #122: From Campaigning for Congress to Launching an RIA - The Career of Jason Howell
Becoming a financial planner wasn’t at the top of Jason Howell’s list, but through working in finance and politics he made his way into a career he's passionate about. He joins us on the show today to share his career and the growing process he went through. From running for political …
