December 11, 2019
Ep #233: Embracing a Psychographic Niche and Keeping Your Planning Firm Personal: The Career of Alex Yeager
Alex Yeager started his career out of college at Vanguard, gaining valuable experience working with clients and their investments. After feeling as though he would like to work more intimately with clients in a comprehensive way, Alex moved to Texas and started working at an independe …
October 30, 2019
Ep #227: From Marketing Expert to Financial Advisor for Hispanic Clients - The Career of Miguel Gomez
Today XYPN member Miguel Gomez joins the show to share how his marketing career turned into a financial planning career. Originally from Mexico, Miguel came to the United States to work for a firm as a marketing expert before moving to a different firm and ultimately transitioning int …
October 23, 2019
Ep #226: Serving Globally Mobile Clients - An Interview with Hui-chin Chen
Hui-chin Chen specializes in working with U.S. citizens around the world, as well as visa holders in the United States. Using her own experience living all over the world, she helps globally mobile clients make smart financial decisions. Now the owner of Pavlov Financial Planning, Hui …
October 02, 2019
Ep #223: Going All-In on a Niche and Ramping Growth - The Career of Adam Cmejla
From broker-dealer to independent broker-dealer to building his own independent RIA, Adam Cmejla had quite the journey towards creating a business and lifestyle that fit his needs and the needs of his family. He joins the show today to discuss how he achieved such an impressive rate o …
September 04, 2019
Ep #219: Adding 100 Clients This Year with a Team of 6 by Focusing On His Niche - The Career of Daniel Hannoush
Daniel Hannoush is an excellent example of how well niches can work. After spending years trying to build his business, it wasn’t until he met his partner and found his niche in Chick-fil-A franchises and corporate staff that he saw the rapid growth he had been searching for. Daniel i …
August 28, 2019
Ep #218: Hyper Growth Working with Clients in the Oil and Gas Industries - The Career of Michael Rahn
Today's guest has found impressive success working with retirees and soon-to-be retirees in the oil and gas industry, and by employing a unique fee structure that he has found suits his niche. Michael Rahn is the founder of The Sum, a financial planning firm he has grown phenomenally …
April 03, 2019
Ep #198: Providing Multi-Generational Financial Planning to Minority Families - The Career of Emlen Miles-Mattingly
Today, Emlen Miles-Mattingly joins the show to describe how he took his career from bank teller to president and CEO of the successful firm, Gen Next Wealth. We’ll discuss Emlen’s unique niche in providing multi-generational financial planning to minority families and what he is doing …
March 20, 2019
Ep #196: From Olympic Athlete to Financial Planner - The Career of Lauryn Williams
My guest today is XYPN member Lauryn Williams, founder of Worth Winning and the only American to have medaled in both the summer and winter Olympics. She joins the show to share her experience starting a financial planning firm as her athletic career came to a close and the major chal …
