Episode No. 336 | June 01, 2022
Finding Balance Building a Boutique Firm & Serving the Dentist Niche
A Conversation with Reese Harper
We’re excited to welcome XYPN member Reese Harper to the show today. Reese is the founder of Dentist Advisors, a virtual firm based in Salt Lake City, UT., focused on serving (you guessed it) dentists. Reese started his firm in 2007 after working at Northwestern Mutual, and he had one …
Episode No. 331 | March 23, 2022
The Confidence to Launch and Define Your Niche
A Conversation with Elaine King and Scott Alan Turner
Today, we talk with two advisors who launched their firms in the past six months. This is a different kind of podcast that gives folks an inside perspective on what it’s really like in the first year. Instead of talking to people about how their first year was in hindsight, Elaine Kin …
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 …
June 02, 2021
Ep #310: Two Million Dollars of Revenue in Four Years: A Conversation with Shane Mason and AJ Ayers
We’re excited to welcome back Shane Mason and AJ Ayers, co-founders of Brooklyn FI, for a check-in on their growth trajectory since we last spoke with them on episode #221. Brooklyn FI now has 10 fully remote employees, serves over 200 client households, and is pushing the two million …
April 14, 2021
Ep #303: Adding a Partner Into an Established Firm: A Conversation With Ryan Mohr and Eric Thomas
Today, we have an exciting conversation with Ryan Mohr and Eric Thomas, owners of Clarity Capital Management, a fee-only firm out of Portland, OR, where we talk about all things partnering—how to do it, when to do it, and all of the potential benefits. Three and a half years ago, Ryan …
Episode No. 291 | January 20, 2021
Serving Couples as a Couple
An Interview with Dan and Natalie Slagle
We’re excited to have XYPN members Dan and Natalie Slagle, owners of Minnesota-based fee-only firm, Fyooz Financial Planning, on the show today. Dan and Natalie are partners in life and business, and together have nearly 20 years of industry experience. Today, they talk about how they …
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 …
August 05, 2020
Ep #267: Supporting BIPOC Advisors on the Path to the CFP
We’re honored to interview the leaders of the XYPN Diversity Committee - Shehara Wooten, Miguel Gomez, Ryan Frailich, and Abel Soares - on the show today. These four wonderful XYPN members have all served on our Diversity Committee over the past 12 months. They join the show today to …
