XYPN Radio / Marketing (10)

May 16, 2018

Ep #152: Leveraging Their Passion for the Environment to Grow Their SRI-Focused RIA - The Careers of Courtney & Morgan Ranstrom

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.

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April 25, 2018

Ep #149: Going All In On a Niche Can Lead to Explosive Growth - The Career of Ryan Inman

Ep #149: Going All In On a Niche Can Lead to Explosive Growth - The Career of Ryan Inman

Today's guest is a great example of why having a niche is so powerful. XYPN member Ryan Inman is the founder of Physician Wealth Services, a firm that specializes in working with, you guessed it, physicians. In fact, 100% of his clients are doctors!

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April 18, 2018

Ep #148: Serving Clients in Creative Professions – The Careers of Philip Olson & Julia Lorenz-Olson

Ep #148: Serving Clients in Creative Professions – The Careers of Philip Olson & Julia Lorenz-Olson

Julia Lorenz-Olson and Philip Olson join us on the show to share some nuggets of wisdom about their unique careers and the unexpected benefits that come with having a creative background. They discuss how they got started, what they considered and how they settled on the business mode …

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March 07, 2018

Ep #142: Financial Planning for Expats - The Career of Ashley Murphy

Ep #142: Financial Planning for Expats - The Career of Ashley Murphy

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February 21, 2018

Ep #140: Leveraging the Power of the Media to Build a Wildly Successful RIA Working with the LGBT Community - The Career of David Rae

Ep #140: Leveraging the Power of the Media to Build a Wildly Successful RIA Working with the LGBT Community - The Career of David Rae

Finding a fulfilling and effective niche can take quite a bit of time and stress. If you take the time to truly figure out what fits your skills and passions, massive success is almost guaranteed. David Rae came into the financial advisor field with a theatre background and a passion …

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February 14, 2018

Ep #139: Building a Marketing Funnel to Grow Your Firm - The Career of Jen Mastrud - XYPN's Director of Marketing

Ep #139: Building a Marketing Funnel to Grow Your Firm - The Career of Jen Mastrud - XYPN's Director of Marketing

XYPN's very own Jen Mastrud joins us on todays episode to share the exciting career path that's built her expertise and brought her to the point of thriving as XYPN's Director of Content Marketing. Jen's history working as a public speaker for a small university, a PR Director for a P …

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February 07, 2018

Ep #138: How a Niche Serving Pharmacists Has Provided Explosive Growth - The Career of Tim Baker

Ep #138: How a Niche Serving Pharmacists Has Provided Explosive Growth - The Career of Tim Baker

Tim Baker’s career is a testament to the true power of having a niche focus for your business. After his time working in a hybrid firm, he decided to launch his own firm with a focus on working with pharmacists. He founded Script Financial in April of 2016, and his concentration on th …

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January 31, 2018

Ep #137: Husband and Wife Each Start Businesses with a Newborn - The Career of Scott Haley

Ep #137: Husband and Wife Each Start Businesses with a Newborn - The Career of Scott Haley

From fee-only planning to tax planning, Scott Haley has found an interesting and successful business model for his firm. He joins us on the show to talk about how he got started in financial planning and what it was like getting a rough start initially and then finally finding the rig …

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