Episode No. 387 | May 15, 2024
Balancing Motherhood and Management While Scaling an RIA
With Rebecca Conner
In this episode of XYPN Radio, we welcome back Rebecca Conner, CFP®, founder of SeedSafe Financial. Since launching her firm in 2016, Rebecca has navigated the complexities of growing and scaling a successful business while also embracing the joys and challenges of parenthood. Rebecca …
Episode No. 374 | November 15, 2023
When Your Life Partner Makes for the Best Business Partner
With Tim and Alexis Woodward
Join us on this episode of XYPN Radio as we introduce you to Tim and Alexis Woodward, co-founders of Blend Wealth. These financial planners decided to blend not just their lives but also their financial expertise, serving blended families and business owners. Discover how they've dive …
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. 353 | January 25, 2023
Having the Freedom to Make Work Work For You
A Conversation with Sarah Ponder
Whether you live in a single or dual-entrepreneurial household, have children you’re balancing in that equation, or are just looking for effective tips to convert prospects into clients, this episode is for you!
Episode No. 339 | July 13, 2022
Building a Profitable Fee-Only Firm & Working Part-Time
A Conversation with Chad Holmes
We’re excited to welcome XYPN member Chad Holmes, founder of Formula Wealth, on the show today. Chad always knew he would be an entrepreneur and discovered financial planning in high school when his grandparents invited him to sit in on a meeting with their financial advisor. He start …
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. 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 …
July 28, 2021
Ep #314: Building a Firm Part-Time: An Interview with Spencer Stephens
There is no one-size-fits-all approach to starting or scaling a practice, and today, we sit down for a conversation with XYPN member Spencer Stephens who has taken his own path starting and scaling his firm. Stephen, like many folks, is interested in building a lifestyle practice vs. …
