Episode No. 361 | May 17, 2023
Radically Grow Revenue by Niching What and Who You Know: With Brian O’Neill
With Brian O’Neill
In this fun conversation with XYPN member Brian O'Neill, CFP®,founder of Winged Wealth Management and Financial Planning, we hear how niching not only what you know, but who you know can radically grow your business—even in the first year! Brian spent the first 20 years of his career …
Episode No. 360 | May 03, 2023
From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients
A Conversation with Kaysian Gordon
If you are interested in what it takes to transition from a long-term wirehouse position to solo RIA ownership, what it means to truly answer a calling, and how to sustainably serve others without being self-sacrificing, this episode is for you!
Episode No. 359 | April 19, 2023
From CPA to Starting & Growing Your Own RIA
A Conversation with Mike Troxell
If you’re interested in learning about the advantages of growing your firm with like-minded advisors, the benefits of hiring a virtual assistant, and how none of it would be possible without a supportive spouse, this episode’s for you!
Episode No. 348 | November 16, 2022
Changing Careers & Building an Ideal Firm in 2 Years
A Conversation with Andy Panko
Today we welcome XYPN member Andy Panko, CFP®, RICP®, EA, founder of Tenon Financial, to XYPN Radio. Andy always knew he wanted to be a financial advisor—but the harsh reality of financial planning opportunities (or the lack of them) for a fresh college graduate was discouraging. So, …
Episode No. 347 | November 02, 2022
XYPN’s 2022 Benchmarking Study Highlights
A Review with Alan Moore and Michael Kitces
Co-Founders Alan Moore and Michael Kitces review the highlights of the sixth-annual Member Benchmarking Study in this episode of XYPN Radio. Each year, the study gathers information from XYPN member participants to get an accurate picture of how advisors are doing in their firms. This …
Episode No. 346 | October 19, 2022
Serving Clients Through Divorce
A Conversation with Nancy Hetrick
We’re excited for today’s episode with Nancy Hetrick, AWMA, CDFA, founder of Smarter Divorce Solutions—serving clients through collaborative divorce. Today, Nancy represents both a financial neutral and mediator for her clients and remains committed to a kinder, gentler divorce proces …
Episode No. 345 | October 05, 2022
The Power of Personal Experience in Finding Your Niche
A Conversation with Maggie Beach
Today we talk to Maggie Beach, CFP®, CPA/PFS, and XYPN Member who is the founder of NexJenn Financial Services—a fee-only firm servicing the real estate niche—and NexJenn CPA—an accounting firm that specializes in individual and trust taxation. Today’s podcast is full of information a …
Episode No. 338 | June 29, 2022
Scaling to 100 Clients in 3 Years & Working 3-Day Weeks
A Conversation with Ryan Greiser, CFP®
We’re excited to welcome XYPN member Ryan Greiser, CFP®, founder of the Pennsylvania-based financial planning firm Opulus, to the show. Ryan started his professional career as an athletic trainer before a client recruited him into a financial planning firm, where “financial planning” …
