December 16, 2020
Ep #286: Evolving as a Business Owner: An Update with Helen Ngo
We’re excited to have XYPN member Helen Ngo, Founder of the Atlanta-based RIA, Capital Benchmark Partners, on the show today. A lot has changed for Helen since she was last on the show in 2017; she got married, had a baby, and has transitioned her firm to 100% virtual. What hasn’t cha …
January 30, 2019
Ep #189: Life as the CEO of a 30+ Employee Firm - The Career of Chip Munn
In this episode, you'll get to hear what it's like being the owner of a large firm. Chip Munn of Signature Wealth Strategies joins us to share his journey and transition from teaching to building a fast-growing firm with multiple locations and thousands of clients. He has a lot of gre …
January 23, 2019
Ep #188: Evolving the Vision for Your Firm From Solo to Growth – The Career of Jeremy Walter
Jeremy Walter had a unique experience breaking into the financial advising world. In this episode, he shares his uncommon career path, including his transition from working at a firm he enjoyed to starting his own firm—and how he cordially navigated the change with his boss. He also g …
