July 04, 2018
Ep #159: From Orphan to RIA Firm Owner - How Chris Jackson Overcame All Odds to Find Success
When it comes to interesting stories, Chris Jackson, founder and CEO of Lionshare Partners, certainly has one of those. He also has some great advice on how to use theatre skills to serve your clients better and have confidence in your meetings. Chris shares the crazy story about how …
June 20, 2018
Ep #157: From Massage Therapy to Financial Planning: How to Build a Business That Works For You - The Career of Debbie Gallant
Many people are in search of a career that supports their lifestyle and feeds their passions. Debbie Gallant has found just that and joins us on the show to share her entrepreneurial journey and the various careers that brought her to the sweet spot where she is today. She offers some …
May 30, 2018
Ep #154: New Job, New Baby, New City: Starting a Firm in the Midst of Major Life Changes - The Career of Scott Snider
Today’s guest is XYPN member and founder of Mellen Money Management, Scott Snider. After starting his career on the sales side, briefly working at a bank, and finding his way to a wealth management firm, Scott ultimately decided to start his own firm—and did so while also dealing with …
May 02, 2018
Ep #150: Launching a Firm with a Spouse Not On Board – The Career of Raquel Hinman
Most people know there are risks and sacrifices involved with entrepreneurship. Raquel Hinman shares her journey through different finance jobs, detailing how she ended up starting her own successful business and how she dealt with the downside of business ownership. She gets real wit …
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 …
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 …
October 25, 2017
Ep #123: Building a Virtual Paraplanning Business - The Career of Alex Hopkin
What would you be able to accomplish if you were able to persevere through challenges in order to achieve your dreams? Alex Hopkin took advantage of both challenges and opportunities to advance her career and get to where she is today. Alex is now an associate planner with Gen Y Plann …
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 …
