April 17, 2019
Ep #200: Words of Wisdom For Entrepreneurs, From Entrepreneurs - A Celebration of Episode 200
Over the past 200 episodes, we’ve sat down with hundreds of entrepreneurs to show you the ups and downs of building a practice and the lessons learned along the way. Our goal is to help you see a wider perspective of what it means to be a financial planner and own a business, and one …
March 06, 2019
Ep #194: An Update on the State of Student Loan Debt and How Advisors Can Help Their Clients - With Heather Jarvis and Jantz Hoffman
If you're interested in what’s going on in the world of student loans and want to find the best ways to help your clients who have them, then this episode is for you. Two of the leading student loans experts, Heather Jarvis and Jantz Hoffman, join the show today to discuss the latest …
February 20, 2019
Ep #192: From Loan Officer to RIA Owner and Process Extraordinaire - The Career of Arielle Minicozzi
When it comes to starting a firm, there’s so much to know about implementation and getting started. After experiencing this firsthand, Arielle Minicozzi found a way to help other advisors with their processes to give them the ability to serve more clients and run their business more s …
December 19, 2018
Ep #183: Comprehensive Financial Planning to Include Tax Planning - The Career of Dave Zaegel
Today’s episode is great for all financial planners, but especially those wanting to incorporate more in-depth tax planning—and even tax preparation—into their service model. XYPN member Dave Zaegel is here to share his journey from public accounting to financial planning to starting …
December 12, 2018
Ep #182: Leveraging a Soccer Coaching Network to Build a Practice - The Career of Evan Loomis
Although he didn’t expect to become a financial advisor, Evan Loomis is now a successful owner of a firm that has gained 22 clients in just one year. How did he get there? In this episode, we’ll hear about his start in collections, as well as how he excelled in his financial career du …
November 28, 2018
Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces
XYPN co-founder Michael Kitces is back on the show! For the second year now, we have collected data from our member firms to help us better understand their businesses and how they’re operating, and Michael joins me today to talk about what we found.
April 18, 2018
Ep #148: Serving Clients in Creative Professions – The Careers of Philip Olson & Julia Lorenz-Olson
Julia Lorenz-Olson and Philip Olson join us on the show to share some nuggets of wisdom about their unique careers and the unexpected benefits that come with having a creative background. They discuss how they got started, what they considered and how they settled on the business mode …
