January 08, 2020
Ep #237: Personalize Your Sales Process with BB Webb
BB Webb is XYPN’s sales coach, having joined the team with the unique experience of being an entrepreneur herself. Today she joins the show to discuss the challenges she faced as a business owner before becoming a part of the XYPN team and how she is helping XYPN members perfect their …
January 01, 2020
Ep #236: Audits: The Do’s and Don’ts According to a Former Regulator: An Interview with Kingston Hollman
Kingston Hollman is one of XYPN’s compliance consultants and a former regulator with the state of Minnesota. Having been a financial advisor and firm owner himself in the past, Kingston now provides firm owners with expert advice on how to embrace a culture of compliance and what to e …
December 25, 2019
Ep #235: Merging Firms To Better Serve Clients: The Rapid Growth Of FDS
Today we are joined by the team from Financial Design Studio (FDS), a fee-only firm in Deer Park, Illinois. Husband and wife duo Michelle and Stephen Smalenberger started FDS three years ago with the intention of eventually growing their team, while Trevore Meyer and Rob Stoll each st …
December 18, 2019
Ep #234: A Successful Succession Plan: An Interview with David Shotwell
Today we have XYPN member David Shotwell on the show! Now the owner of Shotwell Rutter Baer, David says he feels like he is just getting started—despite beginning his career in the brokerage world over 20 years ago. He is a great example of a successful succession plan and how you nev …
December 11, 2019
Ep #233: Embracing a Psychographic Niche and Keeping Your Planning Firm Personal: The Career of Alex Yeager
Alex Yeager started his career out of college at Vanguard, gaining valuable experience working with clients and their investments. After feeling as though he would like to work more intimately with clients in a comprehensive way, Alex moved to Texas and started working at an independe …
December 04, 2019
Ep #232: Breaking Free From Broker-Dealers: The Careers of Craig Joncas and Jim Bradley
XYPN member Craig Joncas and his partner, Jim Bradley, join the show to share their experience building Penobscot Financial Advisors. As Jim reveals how the practice originally got started and Craig discusses what it was like beginning his career interning for Jim, you'll hear about t …
November 27, 2019
Ep #231: Dualing Careers: Intentionally Designing a Lifestyle Practice for Two Career Paths
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 …
November 20, 2019
Ep #230: XYPN's 2019 Benchmarking Survey Results Review with Michael Kitces
Every year, we collect data from our members to track where they are in their business so we can better understand their journeys and what new members can do to supercharge their businesses. Today, I have Michael Kitces joining me on the show to go over this year’s benchmarking survey …
