Episode No. 306 | May 05, 2021
How DEI Makes Firms Thrive
An Interview with Cindu Thomas-George
.jpg)
In today’s episode, we’re honored to speak with Cindu Thomas-George, a professor and the owner of Shakthi Diversity and Equity Training. Last year, Cindu shared some of her lifetime of experience and expertise with the XYPN Team. Later this year, you’ll have a chance to learn from her …
February 03, 2021
Ep #293: From Stay-at-Home Mom to Blogger to Helping Run a Financial Planning Business: A Conversation with Amy Artiga and Ben Wacek
We’re excited to have XYPN member Ben Wacek, founder of Guide Financial Planning, and his firm’s Operations Manager, Amy Artiga, on the show today. A few years ago, Amy was a stay-at-home mom, looking to pivot into the financial planning industry, and she merged her interests of writi …
December 02, 2020
Ep #284: Launching a Part-Time Firm During the COVID Era: The Career of Brooklyn Brock
We’re excited to have XYPN member Brooklyn Brock, Founder of Ellevate Advisors, a fee-only firm in Tulsa, OK, on the show today. Brooklyn is a third-generation CFP® and after several years of working at her family Ameriprise office, Brooklyn got the itch to start her own firm. But Bro …
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 …
July 22, 2020
Ep #265: Building An Inclusive Firm That Creates Opportunities For Women and People of Color To Grow and Succeed: The Career of Jocelyn Wright
We’re honored to interview Jocelyn Wright, owner and founder of the Ascension Group, a fee-only firm in Philadelphia, PA, on the show today. During today's episode, Jocelyn outlines her path for getting into and working her way around this industry. She's an MBA and a CFP®, has had ex …
June 17, 2020
Ep #260: A Non-Traditional Approach To Building A Firm: Working Full-Time To Remain Cash Flow Positive: The Career Of Tyler Landes
We’re excited to have XYPN member Tyler Landes, owner of Tandem Financial Guidance, a fee-only firm in Kansas City, Missouri, on the show today. Tyler has had a really unique experience building his firm. In 2014, Tyler became a founding member of XY Planning Network, joining the then …
June 10, 2020
Ep #259: Lifting the Mental Health Stigma: How Prioritizing Happiness and Changing Careers Can Help You Live a More Fulfilling Life, The Career of Dave Rowan
We’re excited to have XYPN member Dave Rowan, owner of Rowan Financial, a fee-only firm in Bethlehem, PA, on the show today. Dave is a career changer; he spent a majority of his professional life at Crayola - yes, the Crayola - as the Director of Research and Development, and though h …
