Episode No. 396 | September 18, 2024
Leading a Growing Advisory Firm
With Nathan Donohue CFP®, RICP®, CLU®, CLTC®
In this episode of XYPN Radio, I chat with Nathan Donohue CFP®, RICP®, CLU®, CLTC®, co-founder and partner at Consilio Wealth Advisors, a fee-only firm based in Scottsdale, Arizona. Nathan shares his experience transitioning his team from a broker-dealer in 2021 and what it takes to r …
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. 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. 382 | March 06, 2024
Leveraging Your Wirehouse Experience to Shape Your Fee-only Firm
With Jennifer Kang
I'm so excited to return as the full-time host of XYPN Radio! And what a great episode to kick off with. Joining me is XYPN member Jennifer Kang, CFP®, founder of JWK Financial, a thriving RIA based out of New York. Jennifer shares her incredible journey and how she leveraged two deca …
Episode No. 381 | February 21, 2024
The Power of YouTube: Strategies for Building Your Clientele
With Patrick King
This special episode of XYPN Radio will be Alan’s last episode before turning the podcast over to Maddy Roche! Alan talks about the transition before diving into a special episode with Patrick King, founder of Prana Wealth Management in Atlanta, Georgia. Patrick's journey began as an …
Episode No. 380 | February 07, 2024
Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt
With Tara Tussing Unverzagt
Join us for an insightful episode as we delve into the journey of Tara Tussing Unverzagt, founder of South Bay Financial Partners, and explore her innovative approach to financial planning. This is Tara’s second time on the podcast. You can check out her first appearance on episode 21 …
Episode No. 379 | January 24, 2024
Niche Mastery: How to Authentically Target Your Audience
With Lindsey Young
Embracing your authentic self can be terrifying, but our guest today took the leap and built an amazingly successful RIA by connecting with her niche. Our guest today, Lindsey Young, CFP®, and founder of Quiet Wealth, shares shares her journey, and how she found success. Lindsey navig …
