March 03, 2021
Ep #297: Embracing Career Change: A Conversation with Cathy Morgan and James Hindes
We’re excited to have Cathy Morgan and James Hindes on the show today to talk about their respective firms, Access Financial Freedom and ENOW Financial. While Cathy and James own two separate RIAs, they share many similarities, both having entered the industry from other careers (and …
Episode No. 285 | December 09, 2020
Creating a Global Financial Planning Institute
An Update with Ashley Murphy
We’re excited to have XYPN member Ashley Murphy, Founder of Areté Wealth and the Global Financial Planning Institute (GFP), on the show today. This is Ashley’s second time sharing his career journey and expertise in the expat space on #XYPNRadio. Today, he joins us to give us an updat …
December 02, 2020
Ep #284: Launching a Part-Time Firm During the COVID Era: The Career of Brooklyn Brock
We’re excited to have XYPN member Brooklyn Brock, Founder of Ellevate Advisors, a fee-only firm in Tulsa, OK, on the show today. Brooklyn is a third-generation CFP® and after several years of working at her family Ameriprise office, Brooklyn got the itch to start her own firm. But Bro …
November 25, 2020
Ep #283: From Financial Planner to App Developer - The Career of Pierre-Emmanuel Jouve
We’re excited to have XYPN member Pierre-Emmanuel Jouve, owner of InsuraWealth, a fee-only firm out of Tampa, FL, on the show today. Pierre started his firm in 2016, and today, serves 85 clients, most of whom are young professionals. Pierre talks about how and why he “niched” his clie …
Episode No. 282 | November 18, 2020
The Benefits of Keeping Up With Your Accounting - A Discussion with Dan Keslin
We’re excited to have XYPN teammate, Dan Keslin, on the show today. Dan is the Director of XY Bean Counters and he joins us today to shine light on the responsibilities of an RIA owner when it comes to keeping books and financial records accurate and updated—a task many advisors under …
Episode No. 281 | November 11, 2020
Retired Engineer Turned Business Owner Serving Engineers - The Career of Britton Gregory
We’re excited to have XYPN member Britton Gregory, owner of Austin-based fee-only firm, Seaborn Financial, on the show today. Britton had a long career as an engineer before catching the personal finance bug and deciding to chase his encore career. Today, he stays connected to his car …
November 04, 2020
Ep #280: Doubling Revenue by Bringing on a Partner - The Career of Justin Brownlee
We’re excited to have XYPN member Justin Brownlee, owner of the Houston-based fee-only firm Brownlee Wealth Management, on the show. Justin started his own firm last year after spending nearly a decade in the insurance and brokerage world. Today, he’s building the premier firm serving …
October 28, 2020
Ep #279: Alternative Career Paths in the Financial Planning Industry- An Interview with Lucy Robeson
We’re thrilled to have Lucy Robeson, the Managing Director of AdvicePay, a compliant payment processor for financial advisors, on the show today. Like many others on the show before her, Lucy took a meandering path to where she is today. She started her career as a retirement actuary, …
