Episode No. 335 | May 18, 2022
Building a Fee-Only Lifestyle Firm Through Good Times and Bad
A Conversation with Danielle Harrison
We’re excited to welcome XYPN member Danielle Harrison MBA, CFP®, CFT-I™, the founder of Harrison Financial Planning, a fee-only firm based in Columbia, Missouri, on the show today. Danielle was destined to be a financial planner, starting all the way back in middle school as a kid fa …
Episode No. 288 | December 30, 2020
XYPN’s 2020 Benchmarking Survey Results Review with Alan Moore and Michael Kitces
Today, XYPN co-founders, Alan Moore and Michael Kitces, join us for a special episode to discuss the findings of XYPN’s 2020 Benchmarking Survey. Each year, XYPN members participate in a comprehensive survey about their businesses, and each year, Alan and Michael discuss the trends th …
Episode No. 262 | July 01, 2020
Ep #262: Supporting, Coaching, & Empowering Women Through Major Financial Decisions As a Certified Money Coach: The Career of Therese Nicklas
The Career of Therese Nicklas
We’re excited to have XYPN member Therese Nicklas, owner of Wealth Coach for Women, a fee-only firm in Rockland, MA, on the show today. Therese has 40 years of experience in the financial services industry, with time spent working in the insurance business with employee benefits as we …
May 06, 2020
Ep #254: Lessons and Similarities of Past Market Downturns: Advice from Kenneth Klabunde
We’re excited to have XYPN member Kenneth Klabunde, founder of Precedent Asset Management, a fee-only firm in Indianapolis, IN, on the show today. Having previously been on #XYPNRadio nearly four years ago, when his firm was only three years old, Kenneth talks about his experience - s …
April 29, 2020
Ep #253: How to Communicate Authentically with Clients During a Time of Crisis
We’re honored to have XYPN members Ian Bloom, Meg Bartelt, Brian Thompson, and Leighann Miko on the show today as they talk about communicating authentically with clients during a time of crisis. This group of members have invested heavily into themselves, their business and their cli …
April 15, 2020
Ep #251: Making Advice Available in the Time of COVID-19
On this special episode centered around COVID-19 and XYPN's pro bono effort, we are joined by long-time XYPN members Kevin Mahoney, founder and CEO of Illumint, and Dana Menard, founder and CEO of Twin Cities Wealth Strategies. Kevin and Dana, who have been running separate fee-only f …
September 11, 2019
Ep #220: Building a Firm from Scratch - The Career of Ryan Bayonnet
Today I've got XYPN member and founder of Hyland Financial Planning, Ryan Bayonnet, on the show to share his experience moving into owning his own practice. Having had his firm up and running for about two years now, Ryan opens up about the major hurdles he's faced and his victories a …
