September 26, 2018
Ep #171: Leveraging Processes to Allow Explosive Growth Working 20 Hours-Week - The Career of Rebecca Conner
Rebecca Conner took the leap and started her own financial planning firm. Her early success is something she credits to having a specific niche from the start and implementing processes that nurtured growth. She discusses the risks she took on, her unique niche in tech and how she fig …
September 19, 2018
Ep #170: Impact Financial Planning for Progressives - The Career of Zach Teutsch
Most people are very careful to keep politics out of their business so as not to offend or alienate potential clients. Zach Teutsch has found that his unapologetic political stance has actually helped his business. He discusses why he thinks his practice has grown due to his political …
July 18, 2018
Ep #161: Launching a Business with a Wife That Was 36 Weeks Pregnant - The Career of Brad Sherman
Brad Sherman is the founder of Sherman Wealth Management, an independent fee-only financial planning and wealth management firm with $38 million in AUM. While Brad started his career on the mortgage side of the business and went through several job changes, he slowly made his way over …
July 11, 2018
Ep #160: Getting Through The “What Did I Do” Phase of Entrepreneurship - A One Year Check-In with Ryan Frailich
Many listeners have requested that we bring back some of our previous podcast guests to see where their businesses are one year later. Today we get the chance to catch up with Ryan Frailich who has now been in business for about 18 months. He opens up about the changes, challenges and …
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 …
