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 …
Episode No. 322 | November 17, 2021
Serving Advisors Instead of Clients to Broaden Your Impact
A Conversation with Kathleen Boyd
We’re excited to interview Kathleen Boyd, a CFP®, former financial planner, and now, XYPN’s Financial Planning & Process Coach. Kathleen is joining us for a second time, as she was on Episode 131 with Alan Moore four years ago talking about Diversity and Inclusion. Today, Kathleen …
Episode No. 321 | November 03, 2021
Leaving Insurance to Build a Six-Figure Lifestyle Firm: An Interview with Ashley Foster
We’re excited for today’s episode with Ashley Foster, a Latino advisor and owner of Nxt:Gen Financial, a fee-only firm out of Houston, TX. Ashley started his career in the captive insurance space, learning how to sell and acquire clients. As many of our guests have experienced, Ashley …
Episode No. 318 | September 22, 2021
60 Clients in the First 12 Months
A Conversation with Danika Waddell
We’re excited to talk with Danika Waddell today, owner of Xena Financial Planning, a long-time follower of XYPN, and a relatively new entrepreneur. As you’ll hear, Danika has experienced rapid growth in her newly-launched firm and now serves over 60 clients just 13 months in. So, what …
July 14, 2021
Ep #313: Loving Your Business 20 Years In: An Interview with Cathy Curtis
We’re excited to introduce you to Cathy Curtis, founder of Curtis Financial Planning, a fee-only firm out of Oakland, CA. Cathy has run her firm for over 20 years and shares just a sliver of her experience on the show today. Cathy is a solo advisor—and always has been. She serves wome …
June 16, 2021
Ep #311: Growing As an Entrepreneur From the Startup Phase to the Enterprise Phase: A Check-in with Alan Moore
We’re excited to have Alan Moore, the CEO and Co-Founder of XYPN, on the show today. XYPN just celebrated its 7th year, and it’s been about a year and a half since Alan hosted his last #XYPNRadio episode. Today, he joins us to discuss what this whole journey has been like—from startin …
