Episode No. 350 | December 14, 2022
From PSYOP Specialist to RIA Owner and All the Leveraging Opportunities in Between
A Conversation with Daniel Yerger
We’re excited to welcome XYPN member, Daniel Yerger, MBA, CFP®, ChFC, AIF, CDFA, and founder of MY Wealth Planners, a fee-only firm based in Colorado on the show today. Today’s podcast follows Daniel’s career path from joining the Army and specializing in PSYOPS to becoming an IT mana …
October 16, 2019
Ep #225: From Banking to Financial Planning - The Career of Megan Donnelly
After working in corporate banking for 11 years, Megan Donnelly saw a need arise as she witnessed firsthand the fear and mistakes people made during the financial downturn in 2009. That need made her decide to start her own firm, Quabbin Advisors, and she joins the show today to share …
October 09, 2019
Ep #224: Leveraging Investors to Launch Their Financial Life Firm - The Careers of Cristina Livadary & Stephanie Bucko
You have the chance to gain or lose mana with everything you do. What is mana? Today you’ll find out the importance of this word, as well as the value of life planning and building a meaningful business from Mana Financial Life Design co-founders, Stephanie Bucko and Cristina Livadary …
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 …
June 20, 2018
Ep #157: From Massage Therapy to Financial Planning: How to Build a Business That Works For You - The Career of Debbie Gallant
Many people are in search of a career that supports their lifestyle and feeds their passions. Debbie Gallant has found just that and joins us on the show to share her entrepreneurial journey and the various careers that brought her to the sweet spot where she is today. She offers some …
