Episode No. 358 | April 05, 2023
When “Having It All” Looks Different Than You Planned
A Reflective Conversation with Betty Wang
If you’ve ever found yourself questioning what “having it all” looks like for you, how to pull focus on those visions and find balance as you start and run your business, this episode is for you. In this reflective and empowering conversation, XYPN member Betty Wang, CFP®, founder of …
Episode No. 357 | March 22, 2023
The ROI of Using a Values-Based Approach to Gain Traction With Your Ideal Client
A Conversation with Jake Northrup
If you’re interested in learning how to grow your initial firm investment five-fold in 3 ½ years in a dual-entrepreneurial household, this episode’s for you! Join in the conversation with XYPN member Jake Northrup, CFP®, CFA, CSLP®,founder of Experience Your Wealth and hear about how …
Episode No. 352 | January 11, 2023
Building Your Business With Intention – A Tale of Transitions As We Check Back In
With Kay Dee Cole
We’re excited to welcome back XYPN member Kay Dee Cole, CFP®, founder of Clarity Wealth Development, on the show today. Kay Dee was on the show back in 2017 and we wanted to bring her back on now, to give us an update on her firm and how things have progressed and changed. I have to s …
Episode No. 346 | October 19, 2022
Serving Clients Through Divorce
A Conversation with Nancy Hetrick
We’re excited for today’s episode with Nancy Hetrick, AWMA, CDFA, founder of Smarter Divorce Solutions—serving clients through collaborative divorce. Today, Nancy represents both a financial neutral and mediator for her clients and remains committed to a kinder, gentler divorce proces …
Episode No. 344 | September 21, 2022
Knowledge Gap: The Power of Advice-Only Planning
A Conversation with Cody Garrett
We’re excited to welcome XYPN member Cody Garrett, CFP®, founder of Measure Twice Financial—an advice-only firm based in Houston, TX—to the show. After 10 years in the music industry, Cody jumped into a career in financial planning. As Cody learned about financial planning, he shared …
Episode No. 342 | August 24, 2022
Coaching Clients Through Uncertainty with Empathy
A Conversation with Rachael Burns
We’re excited to welcome XYPN member, Rachael Burns, CFP®, CDFA®, founder of True Worth Financial Planning, on the show today. Rachael’s start in financial services and life experience have allowed her to build a practice based on empathy and education. The day after learning she was …
Episode No. 338 | June 29, 2022
Scaling to 100 Clients in 3 Years & Working 3-Day Weeks
A Conversation with Ryan Greiser, CFP®
We’re excited to welcome XYPN member Ryan Greiser, CFP®, founder of the Pennsylvania-based financial planning firm Opulus, to the show. Ryan started his professional career as an athletic trainer before a client recruited him into a financial planning firm, where “financial planning” …
Episode No. 337 | June 15, 2022
Launching a Firm With Investment Management Experience & Serving Firefighters
A Conversation with Patrick Clark
We’re excited to welcome XYPN member Patrick Clark to the show today. Patrick is the founder of Neshaminy Creek Advisors, a fee-only firm specializing in volunteer firefighting companies and their firefighters in Bucks County, PA. Patrick has been in the industry for almost 30 years, …
