Episode No. 273 | September 16, 2020
Leveraging Video to Establish Credibility
An Interview with Candice Carlton
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We’re excited to have Candice Carlton, a digital marketing expert, on the show today to talk about her upcoming #XYPNLIVE(ish) Post-Con, a workshop titled: A Blueprint for Kickass Video. Candice is a pioneer of video in the financial planning industry and has begun to share her passio …
Episode No. 272 | September 09, 2020
Leveling-Up
How to Scale a Business
We’re excited to have XYPN member Wendy Marsden, owner of ProsperiTea Planning, out of Greenfield MA, on the show today. Wendy is currently in what XYPN calls the “scaling phase,” she has hit capacity to serve her clients on her own and is facing a whole slew of different challenges r …
September 02, 2020
Ep #271: Leveraging Previous Relationships to Build a Firm During a Pandemic with Luis Rosa
We’re excited to welcome our one-thousandth XYPN member, Luis Rosa, owner of Build a Better Financial Future, a fee-only firm in Las Vegas, Nevada on the show today. Due to the state of Nevada’s registration process, it took Luis 7 ½ months to launch his own firm and transition two do …
August 26, 2020
Ep #270: Scaling Your Compliance Program
We’re honored to welcome Scott Gill, XYPN Senior Compliance Consultant, and Abby Morton, an XYPN member and partner of Goldman Financial Planning, a fee-only firm out of Maine, on the show today. Through XYPN’s Compliance Coaching Program, Scott and Abby have been able to work togethe …
August 19, 2020
Ep #269: Debunking the Registration Process with Travis Johnson and Kendra Rehm-Dehn
We’re excited to have Travis Johnson, XYPN's Director of Compliance, and Kendra Rehm-Dehn, an XYPN Compliance Specialist, on the show today. Beginning the journey towards running your own RIA can be stressful and one of the most nerve-wracking parts can be getting started with complia …
August 12, 2020
Alternative Career Paths in the Financial Planning Industry
We’re honored to interview Emily Purdon, XYPN's former Financial Planning and Process Coach (transitioning to Director of XY Tax Solutions), on the show today. Having just finished her first year at XYPN, Emily has been the mind behind our XYPN Financial Planning & Process. Join u …
June 10, 2020
Lifting the Mental Health Stigma
We’re excited to have XYPN member Dave Rowan, owner of Rowan Financial, a fee-only firm in Bethlehem, PA, on the show today. Dave is a career changer; he spent a majority of his professional life at Crayola - yes, the Crayola - as the Director of Research and Development, and though h …
November 27, 2019
Dualing Careers
Lorri DeFoor started her career as a math teacher. Though she loved it, she became restless a few years ago. Realizing her skills were transferable and that she had a passion for helping people with their money, Lorri decided to open up her own fee-only firm and founded Sustain Financ …
