June 12, 2019
Ep #208: 3 Years In and Hitting Her Stride - An Interview with Meg Bartelt
After coming on the show two years ago to talk about her first year in business, Meg Bartelt has agreed to come back to share her journey and progress since then. In this episode, Meg gives a raw and authentic look at the life of an entrepreneur and opens up about how she handles the …
June 05, 2019
Shifting from AUM to Flat Fees Based on Complexity
After attending Colorado State University on a football scholarship, Jason Speciner graduated with a degree in business administration in 2004 and has been a practicing registered financial advisor ever since. Today he joins the show to discuss how his firm has implemented a comprehen …
May 29, 2019
Ep #206: Running a Hyper Growth Firm with Your Spouse - The Career of Michelle Smalenberger
Michelle Smalenberger has over 12 years of experience working at a nationally-recognized firm and has been mentioned in publications such as The Wall Street Journal and Financial Advisor IQ. Today she joins the show to discuss the benefits of owning a business with your spouse and how …
May 22, 2019
Ep #205: Career Changing from Marketing to Financial Planning - The Career of Sara Stanich
Today XYPN member Sara Stanich, founder of Cultivating Wealth, joins the show to discuss her unique journey to finding her place in financial planning. We will discuss why she made a career change out of marketing after 12 years and how having experience in multiple industries has led …
May 15, 2019
Ep #204: Leveraging Life Planning to Build a Financial Planning Firm - The Career of Sidney Divine
Sidney Divine, founder of Divine Wealth Strategies, joins the show to share how he climbed his way to the top and ended up being voted Financial Planner of the Year in 2017. He explains how he is fulfilling his dream of helping good people live better lives and how that passion has he …
April 24, 2019
Ep #201: Merging and Then Buying a Practice - The Career of Quinn Arnold
From corporate finance to financial planning with almost no experience as a planner, Quinn Arnold went from not being able to find a financial planner for himself to fostering a relationship that pushed him into the field and ultimately led to him owning a firm. In this episode, he di …
March 13, 2019
Ep #195: Getting Involved in the Foundation for Financial Planning - The Career of Dan Moisand
Today's episode is going to be a bit different. Dan Moisand has been in business for almost 20 years, so our conversation will focus on how he runs his firm and does so with a remarkably low turnover. Dan has worked in most environments, including commissioned insurance, broker-dealer …
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 …
