April 25, 2018
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!
April 18, 2018
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 …
April 11, 2018
Ep #147: Serving Cross Border Clients with Assets in Multiple Countries - The Career of Xavier Maldonado
In this episode, Xavier Maldonado, founder of Global Vantage Wealth Management in San Diego, joins us. Xavier specializes in working with dual-citizen clients with assets in multiple countries, focusing primarily on clients who are citizens of the United States and Mexico.
March 21, 2018
Ep #144: Finding Success Working with Clients with Similar Values – The Career of Diana Bacon
Life gets messy; whether it’s a new tax law or a looming divorce settlement, the value of a financial planner who has expertise in these areas is immense. Diana Bacon joins us on the show to discuss her career from working with multiple firms to eventually moving to the fee-only model …
February 21, 2018
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 …
February 07, 2018
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 …
November 29, 2017
Ep #128: Integrating Faith and Finance - The Career of Ben Wacek
Today XYPN founding member Ben Wacek is here! Now also the founder of Wacek Financial Planning, Ben has been building his own business since 2014. He is slowly turning it into the ideal firm for him and his family, as he is able to work from home and prioritize time with his wife and …
