Episode No. 257 | May 27, 2020
The Experiences of Running a Newly Launched Firm During the 2008 Market Crash
With Diana Bacon and Scott Bell
We’re excited to have XYPN members Diana Bacon, with FSG out of Dallas, TX, and Scott Bell with GDP, inc out of Manhattan Beach, CA on the show today. Both Diana and Scott started and grew their own RIAs during the 2008 recession. During this episode, we reminisce about their experien …
May 20, 2020
Ep #256: Navigating The Way Forward with XYPN’s Advisor Success Team
This week, we’re changing things up and are excited to have XYPN coaches Emily Purdon, Arlene Moss, Carolyn Dalle-Molle and BB Webb on the podcast today. Once COVID-19 became recognized as a global pandemic, the XYPN team recognized that advisors were going to be facing new experience …
May 13, 2020
Ep #255: Building A Deliberate Firm As An Introvert: The Career Of Chuck Donalies
We’re thrilled to share the story of XYPN member, Chuck Donalies, on the show today. Chuck is the owner of Donalies Financial Planning, a fee-only firm in Washington DC. Chuck started his career in the biotech space but was drawn to financial planning while pursuing his MBA. Shortly a …
April 08, 2020
Ep #250: Transitioning into a Family Business - The Career of Scott Weiss
Scott Weiss is the owner of Weiss Financial Group, a fee-only firm in Mahopac, NY. In today’s episode, we discuss Scott’s previous career as an art director in the magazine world, and his decision to leave that industry and join the financial planning profession. Listen in as we delve …
April 01, 2020
Ep #249: 40 Years In The Industry and Still Loving It: An Interview with Martha Williams
Martha Williams is the owner of Williams Wealth Services, a fee-only firm in Ann Arbor, MI. Like many advisors, Martha began her career in this industry, from the bank channel to broker-dealers and independent BDs to eventually running her own firm. Martha shares her journey with us a …
Episode No. 248 | March 25, 2020
Learning to Love The Process: Scaling a Successful RIA While Still Enjoying Your Life
The Career of Trent Porter
Trent Porter is the owner of Priority Financial Partners, a fee-only firm in Durango, CO. Trent began his career in this industry and, after graduating with a financial planning major, started his first RIA while still in his 20s. Trent provides an especially interesting perspective o …
March 18, 2020
Ep #247: Leveraging Technology and Broker/Dealer Experience - The Career of Cliff Downie
Cliff Downie is the owner of Downie Financial Group, a fee-only firm in Orange County, California. Cliff has spent his career in this industry, starting at Merrill Lynch before moving to a big, independent Broker/Dealer, and then ultimately becoming the owner of his own RIA. He joins …
Episode No. 246 | March 11, 2020
From Investor Relations To Running A Completely Virtual RIA - The Career of Kelly Luethje
Kelly Luethje is the owner of Willow Planning Group, a fee-only firm in Holderness, New Hampshire. Kelly spent most of her early career working in investor relations at a biotech company. After getting her own financial house in order she was drawn into the Financial Planning industry …
