Episode No. 399 | October 30, 2024
Redefining Success In Your Financial Planning Firm
With Brenna Baucum, CFP®, CTS™
In this episode of XYPN Radio, we welcome Brenna Baucum, CFP®, CTS™, founder of Collective Wealth Planning. Just 21 months after launching her firm in Salem, Oregon, Brenna has already reached significant milestones, with 21 clients and $21 million in assets under management. Brenna s …
Episode No. 395 | September 04, 2024
Mastering Talent Acquisition: Insights on Recruiting and Retaining Top Financial Planning Professionals
With Caleb Brown, MBA, CFP®
In this episode of XYPN Radio, we welcome back Caleb Brown, MBA, CFP®, the founder and CEO of New Planner Recruiting. With over 20 years of experience in the industry, Caleb brings a wealth of knowledge and a unique perspective on what it takes to attract and retain top talent in advi …
Episode No. 394 | August 21, 2024
How to Lead a Passion-Driven Ensemble Firm
With Jason Speciner, CFP®, EA
On this episode of XYPN Radio, we welcome Jason Speciner, CFP®, EA, founder and CEO of Financial Planning Fort Collins, or FPFoCo, a comprehensive financial planning and tax preparation firm based in Fort Collins, Colorado. Jason, who last appeared on the show in 2019, returns to shar …
Episode No. 389 | June 12, 2024
Going Full-time as a Solopreneur
With Linden Cornett
In this special episode of XYPN Radio, we are thrilled to welcome back Linden Cornett, the founder of Seagrass Financial. Linden holds the honor of being the first guest to return three times over our eight-year journey at XYPN Radio. Many recent guests have mentioned Linden as a role …
Episode No. 388 | May 29, 2024
Unlocking the Power of a Partnership
The Evolution of AVID Planning with Jack Arnold and David Harpool
In this episode of XYPN Radio, we are thrilled to welcome back Jack Arnold, CFP®, and David Harpool, AAMS®, founders of AVID Planning in St. Petersburg, Florida. Having first joined us in January 2022 on XYPN Radio Episode 326, Jack and David return to share the significant changes an …
Episode No. 384 | April 03, 2024
How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years
With Cathy Curtis
I am honored to have Cathy Curtis, CFP®, founder of Curtis Financial Planning, return to XYPN Radio. It’s been almost three years since Cathy last joined me on Episode 313, where she delved into her passion for running a solo practice tailored primarily to women who are single, heads …
Episode No. 383 | March 20, 2024
Grow Your Firm Faster by Leveraging Your Former Career
with Mike Zung
Today I am thrilled to welcome Mike Zung, CFP®, founder of Java Wealth Planning, an RIA based in Kansas City, Missouri to XYPN Radio. Mike's path is a testament to the power of perseverance and strategic planning in the financial advising industry. His background in tech architecture …
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 …
