Episode No. 340 | July 27, 2022
Successfully Scaling an Advice-Only Firm Serving the Dentist Niche
A Conversation with Sharon Weaver, CFP®
We’re excited to welcome XYPN member Sharon Weaver, CFP®, the founder of Mission Financial Planning, on the show today. Sharon has been a CFP® for over 25 years but had never actually done a financial plan until she launched her firm 11 years ago. Some early dentist clients from a cen …
Episode No. 334 | May 04, 2022
The Future of #XYPNRadio
A Conversation with Alan Moore and Maddy Roche
Today’s episode is a shift from our typical one. Alan Moore, CEO and Co-Founder of XYPN, joins Maddy for a conversation about some changes that are happening—good ones—with the leadership structure at XYPN, their roles, and this podcast. As you’ll hear, over the past ten months since …
Episode No. 332 | April 06, 2022
Providing a Personal Client Experience in a Virtual Firm
A Conversation with Leo Marte, CFP®
Today’s interview is with Leo Marte, CFP®, the owner of Abundant Advisors, a virtual fee-only firm that specializes in serving Christian professionals. Leo joined XYPN and launched his firm in 2020 after spending a dozen years at Vanguard, managing a large team, and working with thous …
March 09, 2022
Ep #330: Mentally Preparing for Your First Year in Business: A Discussion with Kori Lennon
We’re excited to interview XYPN’s very own Director of Advisor Education, Kori Lennon. Kori pulls the strings for all of the educational programming for XYPN members—from our coaching offerings to our webinars. They are the ears and eyes of our community, always learning about what ad …
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 …
October 06, 2021
Ep #319: 7.5 Years at XY Planning Network: A Conversation with #XYPNRadio Host Maddy Roche
#XYPNRadio’s very own host, Maddy Roche, is interviewed on the podcast today. Maddy is XYPN’s Senior Director of Member Success, a role in which she’s entirely dedicated to helping XYPN members be successful. As the first employee, Maddy has been part of XYPN since the very beginning, …
Episode No. 323 | May 19, 2021
XYPN’s 2021 Benchmarking Survey Results Review
With Alan Moore and Michael Kitces
XYPN has conducted an Annual Benchmarking Study for the past four years. The comprehensive annual survey gathers core performance indicators of member participant firms and ultimately draws data-backed conclusions about the success of different business models, fee structures, and nic …
