XYPN Radio / Entrepreneurship (13)

September 13, 2017

Ep #117: Becoming a Planner After Being Told It Wasn't an Appropriate Career for a Woman - The Career of Melissa Ellis

Ep #117: Becoming a Planner After Being Told It Wasn't an Appropriate Career for a Woman - The Career of Melissa Ellis

Melissa Ellis joins us this episode to share her story and some of the lessons she learned along the way to where she is now. Despite putting off her dream due to being told financial planning wasn’t appropriate for women and that the timing wasn’t right, she finally went for it and n …

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August 02, 2017

Ep #111: Starting a Firm at 29 with No Clients and Finding Success - The Career of Mike Solari

Ep #111: Starting a Firm at 29 with No Clients and Finding Success - The Career of Mike Solari

We're trying out a new interview format today, focused on our guest's business and current strategy rather than their career path. XYPN founding member Mike Solari has kindly agreed to give it a shot - let us know what you think!

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June 21, 2017

Ep #105: The Importance of Self Care for Surviving Entrepreneurship - The Career of Meg Bartelt

Ep #105: The Importance of Self Care for Surviving Entrepreneurship - The Career of Meg Bartelt

Oftentimes we're so excited about financial planning around here that we can gloss over some of the tougher, less glamorous aspects of running your own business. Today's guest, XYPN member Meg Bartelt, started her own RIA in May 2016 and is here to share her experience.

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April 26, 2017

Ep #97: Surviving the First Year to Thriving in the Second Year - An Interview with Dan Andrews

Ep #97: Surviving the First Year to Thriving in the Second Year - An Interview with Dan Andrews

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April 12, 2017

Ep #95: If at first you don't succeed, try try again - The Career of Jason Mirabella

Ep #95: If at first you don't succeed, try try again - The Career of Jason Mirabella

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February 22, 2017

Ep #88: From Outsourced Virtual Operations Manager to RIA Owner - The Career of Chloé Moore

Ep #88: From Outsourced Virtual Operations Manager to RIA Owner - The Career of Chloé Moore

Today we hear from Chloé Moore, a multi-talented planner and business owner who's already had a diverse and interesting career. Based in Atlanta, Chloé helps firms improve their operations and serve complex clients while she advises more everyday people than in her past.

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February 08, 2017

Ep #86: Building a Virtual Paraplanning Business - The Career of Jennifer Pritchard

Ep #86: Building a Virtual Paraplanning Business - The Career of Jennifer Pritchard

Jennifer Pritchard has one of the most unique and awesome jobs in financial planning. She's a financial planner who's been mentioned on the podcast before because she's built a virtual paraplanning business working with a number of XYPN members. Virtual paraplanning is probably the mo …

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December 21, 2016

Ep #79: From DC Politics to Founding a Fee-Only RIA - The Career of Cady North

Ep #79: From DC Politics to Founding a Fee-Only RIA - The Career of Cady North

Cady North, like most of our guests on the #XYPNRadio podcast, didn't begin her career as a financial planner. She was a political science major and became the leading expert on the Dodd-Frank bill as it was being written. After getting her MBA, she decided to make the leap into fee-o …

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