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, …
Episode No. 278 | October 21, 2020
Motherhood and Firm Ownership: How To Master Both
An Interview with Morgen Rochard
We’re excited to have XYPN member Morgen Rochard, owner of Origin Wealth Advisors, a fee-only firm out of Austin, TX, on the show today. Morgen joined us on episode 178 to share her journey transitioning from a trader to a firm owner. Today, Morgen joins the show to share what she’s b …
Episode No. 277 | October 14, 2020
Outsourcing Tax Preparation to Build a Scalable RIA
We’re excited to have Emily Purdon, Director of XY Tax Solutions (XYTS), and Sara Williams, Operations Specialist at XYTS, on the show today. We dive into what it’s like to roll outsourced tax prep under an RIA - specifically how to leverage experts to deliver great client experience, …
Episode No. 276 | October 07, 2020
A Four-Year Check-In with Cady North: Financial Planner and Now, Author
We’re excited to have XYPN member Cady North, owner of North Financial Advisors, a fee-only firm in San Diego, California, on the show today. Cady joined us on #XYPNRadio nearly four years ago, during Episode 79, to share her journey transitioning from the corporate world into that of …
September 30, 2020
Ep #275: College Planning, Student Loans, and Today’s Economic Realities: An Interview with Heather Jarvis and Joe Messinger
We’re excited to have student loan expert, Heather Jarvis, and college funding expert, Joe Messinger, on the show today. This year for #XYPNLIVE(ish), XYPN’s annual national conference turned virtual, Heather and Joe are offering a combined Post-Con for advisors interested in learning …
September 23, 2020
Ep #274: Life Planning as a Fiduciary Responsibility: An Interview with George Kinder and Lora Woodward
We’re honored to have George Kinder, who many know as the founder of life planning, and Lora Woodward, Communications Director at the Kinder Institute, on the show today to discuss the Seven Stages of Money Maturity Post-Conference they have planned for #XYPNLIVE(ish). On today’s epis …
Episode No. 273 | September 16, 2020
Ep #273: Leveraging Video to Establish Credibility: An Interview with Candice Carlton
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 XYPN LIVE 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 passion for …
Episode No. 272 | September 09, 2020
Leveling-Up: How to Scale a Business with Wendy Marsden
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 …
