July 04, 2018
Ep #159: From Orphan to RIA Firm Owner - How Chris Jackson Overcame All Odds to Find Success
When it comes to interesting stories, Chris Jackson, founder and CEO of Lionshare Partners, certainly has one of those. He also has some great advice on how to use theatre skills to serve your clients better and have confidence in your meetings. Chris shares the crazy story about how …
June 27, 2018
Ep #158: Helping Clients Live Their Life After Grief – The Career of Chris Dale
Dealing with clients who are grieving or going through a great loss requires a great deal of courage, compassion and wisdom. Chris Dale is an advisor and planner who has gone through significant loss and channeled that into a practice of his own that caters specifically to people goin …
June 20, 2018
Ep #157: From Massage Therapy to Financial Planning: How to Build a Business That Works For You - The Career of Debbie Gallant
Many people are in search of a career that supports their lifestyle and feeds their passions. Debbie Gallant has found just that and joins us on the show to share her entrepreneurial journey and the various careers that brought her to the sweet spot where she is today. She offers some …
June 13, 2018
Ep #156: Bringing on a Partner to Accelerate Growth - The Careers of Jirayr Kembikian & Ryan Cole
There’s no right way to structure a partnership and this can make things confusing when building a business relationship between partners. Jirayr Kembikian and Ryan Cole have successfully navigated a 50/50 partnership and they’re here to share how they did it. This episode will be all …
June 06, 2018
Ep #155: From the Wirehouse to RIA with a Break as a Marketing Consultant - The Career of Stephanie Sammons
You might know Stephanie Sammons as the founder of Wired Advisors, but as of last year, she’s also the founder of Sammons Wealth Management, a fee-only firm handling $7.5 million in assets. Now focused on high net worth clients in the LGBTQ community, Stephanie has overcome more than …
May 30, 2018
Ep #154: New Job, New Baby, New City: Starting a Firm in the Midst of Major Life Changes - The Career of Scott Snider
Today’s guest is XYPN member and founder of Mellen Money Management, Scott Snider. After starting his career on the sales side, briefly working at a bank, and finding his way to a wealth management firm, Scott ultimately decided to start his own firm—and did so while also dealing with …
May 23, 2018
Ep #153: The Merging of Two Practices - The Careers of Gabe Anderson & Scott Bell
Have you ever wondered about or considered teaming up with another advisor? If so, this episode is for you. Both Gabe Anderson and Scott Bell started their own practices and ended up merging their financial planning and investment businesses to create a business that provides a qualit …
May 16, 2018
Ep #152: Leveraging Their Passion for the Environment to Grow Their SRI-Focused RIA - The Careers of Courtney & Morgan Ranstrom
Today I’m excited to have siblings and XYPN members Courtney and Morgan Ranstrom on the show! Co-founders of Trailhead Planners, the two found an interesting niche working with clients who care about their environmental footprint and want to build carbon-neutral portfolios.
