Episode No. 363 | June 14, 2023
Finding Your Fit and Equity Compensation as a Powerful Niche
A Conversation with Christine Amill Centeno
If you’re interested in how finding your fit can change everything and how well the equity compensation niche has worked for XYPN member Christine Amill Centeno, CFP®, MS, founder of Simplicity Wealth Management, this episode is for you! Christine started her career in financial servi …
Episode No. 361 | May 17, 2023
Radically Grow Revenue by Niching What and Who You Know: With Brian O’Neill
With Brian O’Neill
In this fun conversation with XYPN member Brian O'Neill, CFP®,founder of Winged Wealth Management and Financial Planning, we hear how niching not only what you know, but who you know can radically grow your business—even in the first year! Brian spent the first 20 years of his career …
Episode No. 357 | March 22, 2023
The ROI of Using a Values-Based Approach to Gain Traction With Your Ideal Client
A Conversation with Jake Northrup
If you’re interested in learning how to grow your initial firm investment five-fold in 3 ½ years in a dual-entrepreneurial household, this episode’s for you! Join in the conversation with XYPN member Jake Northrup, CFP®, CFA, CSLP®,founder of Experience Your Wealth and hear about how …
Episode No. 356 | March 08, 2023
Niche What You Know and Grow Fee-only Revenue to $250k in 5 Years
A Conversation with Andie Clark
If you’re interested in learning how niching what you know and starting a group focused around that niche can help grow your fee-only revenue to $250k in 5 years, this episode is for you! We're excited to welcome XYPN member Andie Clark, founder of The Table Financial Planning, a virt …
Episode No. 355 | February 22, 2023
Out of the FIRE Goal and Into the Solo Practice
An Inspiring Conversation with Frank Austin
If you’re interested in hearing about building a unique firm that's more focused on helping people and having an impact versus just being focused on making money due to personal financial circumstances, this episode is for you! This inspiring and really interesting conversation with X …
Episode No. 349 | November 30, 2022
Serving Two Niches Successfully and the Added Value of Offering Tax Services
A Conversation with Jessica Goedtel
We’re excited to welcome XYPN member Jessica Goedtel, CFP®, EA, founder of Pavilion Financial Planning, on the show today. Jessica started her career thinking she wanted to be an archeologist. After a few jobs and a few different industries, her love of personal finance brought her to …
Episode No. 346 | October 19, 2022
Serving Clients Through Divorce
A Conversation with Nancy Hetrick
We’re excited for today’s episode with Nancy Hetrick, AWMA, CDFA, founder of Smarter Divorce Solutions—serving clients through collaborative divorce. Today, Nancy represents both a financial neutral and mediator for her clients and remains committed to a kinder, gentler divorce proces …
Episode No. 345 | October 05, 2022
The Power of Personal Experience in Finding Your Niche
A Conversation with Maggie Beach
Today we talk to Maggie Beach, CFP®, CPA/PFS, and XYPN Member who is the founder of NexJenn Financial Services—a fee-only firm servicing the real estate niche—and NexJenn CPA—an accounting firm that specializes in individual and trust taxation. Today’s podcast is full of information a …
