Episode No. 379 | January 24, 2024
Niche Mastery: How to Authentically Target Your Audience
With Lindsey Young
Embracing your authentic self can be terrifying, but our guest today took the leap and built an amazingly successful RIA by connecting with her niche. Our guest today, Lindsey Young, CFP®, and founder of Quiet Wealth, shares shares her journey, and how she found success. Lindsey navig …
Episode No. 376 | December 13, 2023
Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance
With Maggie Klokkenga
In this episode of XYPN Radio, we’re joined by XYPN member Maggie Klokkenga, the founder of Make A Money MindShift. Maggie's journey is a testament to the transformative power of financial coaching. Starting her career as a CPA, she eventually transitioned to a large firm in St. Louis …
Episode No. 375 | November 29, 2023
Building Eden: Exploring The Heart Of Year One In A New RIA
With Nycole Freer
Many of our recent guests have discussed how things are 2, 3, and 4 years after starting. But what about when you’re in the thick of it? Our guest today, Nycole Freer, founder of Eden Financial is only 8 months into her solo RIA journey and tells us what it’s like! After navigating th …
Episode No. 371 | October 04, 2023
How Life’s Detours Can Support Your Dream Job
A Conversation with Natalie Taylor
Your RIA journey isn’t just an upwards climb from where you are to where you want to be. It can include things like a family, embracing other opportunities, and teaming up with a friend. In today’s episode, we reconnect with Natalie Taylor CFP®. Since we spoke to her 3 years ago, she …
Episode No. 370 | September 20, 2023
Mastering the RIA Transition from CIO to Successful Founder
With Terri Spath, CFA®, CFP®
Our guest today moved up the corporate ladder to become CIO at 2 different large RIA’s. Even from the top, there is just no replacing the freedom and flexibility that owning your own business can provide for both you and your clients. Terri Spath, CFA®, CFP®, founder of Zuma Wealth sh …
Episode No. 369 | September 06, 2023
Empowering Your Finances: Lessons from Ministry to Money Management
With Jeff Clark
Join us for an insightful episode as we extend a warm welcome to XYPN member Jeff Clark CFP®, founder of Redwood Money. From youth ministry to personal finance, Jeff’s journey wasn’t simple. In his church, Jeff offered to help his peers with their finances, but soon had the attention …
Episode No. 368 | August 23, 2023
Unchaining Student Loan Repayment: New Laws Are Reshaping How We Serve Clients
With Erik Kroll
Our guest today shares how not only are students of all ages needing financial guidance, the solutions available to them can completely change the way we look at student loan repayment and consolidation. In this episode, we have the pleasure of sitting down with Erik Kroll, CFP®, the …
Episode No. 365 | July 13, 2023
How to Mine the Market to Find & Maximize Your Niche
With Marlon Wesh
If you are interested in learning highly effective, yet simple ways to use data-driven market research to find and maximize your niche, this episode is for you! In this candid and informative conversation with XYPN member Marlon Wesh, MBA, founder of Wesh Financial, we learn how Marlo …
