Episode No. 326 | January 12, 2022
Starting an Equally-Owned Firm with Friends & Transitioning Away from Broker-Dealer
A Conversation with David Harpool, Jack Arnold, and Kevin Stevens
Today we hear from the three founders and owners of AVID Planning—a fee-only firm out of St. Petersburg, FL, that opened its doors in 2016. Right out of the gate, Jack, David, and Kevin experienced how much fun running a business can be when you do it alongside friends. The three of t …
Episode No. 325 | December 29, 2021
Changing Careers & Growing a Successful Fee-Only Firm
An Interview With Jennipher Lommen, CFP®, EA
Today, Jennipher Lommen, CFP®, EA founder of Wildflower Financial, a fee-only firm out of Santa Cruz, California, is on the show. Jennipher is a career changer and entered this industry only a few years before she launched Wildflower four years ago. Jennipher homeschooled all three of …
Episode No. 324 | December 15, 2021
The Power of Preparation & Perseverance in Building Your Ideal Firm
An Interview with Wes Shannon
We’re joined today by XYPN member and founder of SJK Financial Planning, Wes Shannon. Wes has been running his Fort Worth, TX firm for six years and, despite feeling admittedly swamped, has reached the point where he feels like he’s built his ideal firm. In this episode, Wes discusses …
Episode No. 322 | November 17, 2021
Serving Advisors Instead of Clients to Broaden Your Impact
A Conversation with Kathleen Boyd
We’re excited to interview Kathleen Boyd, a CFP®, former financial planner, and now, XYPN’s Financial Planning & Process Coach. Kathleen is joining us for a second time, as she was on Episode 131 with Alan Moore four years ago talking about Diversity and Inclusion. Today, Kathleen …
Episode No. 321 | November 03, 2021
Leaving Insurance to Build a Six-Figure Lifestyle Firm: An Interview with Ashley Foster
We’re excited for today’s episode with Ashley Foster, a Latino advisor and owner of Nxt:Gen Financial, a fee-only firm out of Houston, TX. Ashley started his career in the captive insurance space, learning how to sell and acquire clients. As many of our guests have experienced, Ashley …
Episode No. 320 | October 20, 2021
Impacting Over 100 Clients in Two Years
An Interview with River Nice
Today, we’re excited to interview River Nice, XYPN member and founder of Be Intentional Financial, a fee-only firm focused on serving LGBTQ community members. River, whose pronouns are they/them, started their firm just over two years ago and has effectively served over 100 clients si …
Episode No. 318 | September 22, 2021
60 Clients in the First 12 Months
A Conversation with Danika Waddell
We’re excited to talk with Danika Waddell today, owner of Xena Financial Planning, a long-time follower of XYPN, and a relatively new entrepreneur. As you’ll hear, Danika has experienced rapid growth in her newly-launched firm and now serves over 60 clients just 13 months in. So, what …
September 08, 2021
Ep #317: Coaching Clients Through Liquidity Events: A Conversation with Tom Lo
We’re excited to welcome Tom Lo, XYPN Member and founder of Vested Financial Planning, on the show today. As his firm name alludes to, Tom works with Silicon Valley tech professionals and has a particular focus on helping clients through a liquidity event at their company. Tom shares …
