June 24, 2020
EP #261: Jumping Careers In Her 40s And Building Confidence In The Industry While Slowly Building Her RIA, The Career Of Leslie Ransom
We’re excited to have XYPN member Leslie Ransom, owner of Indie Financial Planning, a fee-only firm in Chicago, IL, on the show today. Leslie spent nearly two decades on the sale and distribution side of the music industry, working with bands and music labels all across the nation. Le …
September 25, 2019
Ep #222: Building Your Business with Intentionality featuring Eric Roberge
Starting and running a business takes intentionality, but it's easy for that intention to fizzle in the chaos of entrepreneurship. Today Eric Roberge, successful practice owner and contributor to Business Insider and Forbes, joins the show to weigh in on the importance of keeping inte …
June 19, 2019
Ep #209: Finding Success after Being Fired as a Partner - The Career of Mark Wilson
After working for his previous firm for 19 years and then being unexpectedly fired, Mark Wilson was forced to reset his life. Now the owner and only employee of MILE Wealth Management, Mark joins the show today to discuss what pushed him to start his own firm and how he is focusing on …
March 27, 2019
Ep #197: Building a Coaching Centric Planning Practice that Fits Your Lifestyle - The Career of Julie Ford
Today, Julie Ford joins the show to share how she started her successful financial planning career and how XY Planning Network helped her along the way. Specializing in serving city-dwelling couples, Julie prioritizes empowering her clients with the tools they need to create order in …
March 20, 2019
Ep #196: From Olympic Athlete to Financial Planner - The Career of Lauryn Williams
My guest today is XYPN member Lauryn Williams, founder of Worth Winning and the only American to have medaled in both the summer and winter Olympics. She joins the show to share her experience starting a financial planning firm as her athletic career came to a close and the major chal …
December 19, 2018
Ep #183: Comprehensive Financial Planning to Include Tax Planning - The Career of Dave Zaegel
Today’s episode is great for all financial planners, but especially those wanting to incorporate more in-depth tax planning—and even tax preparation—into their service model. XYPN member Dave Zaegel is here to share his journey from public accounting to financial planning to starting …
November 28, 2018
Ep #180: Diving into XYPN's 2018 Annual Benchmarking Study with Michael Kitces
XYPN co-founder Michael Kitces is back on the show! For the second year now, we have collected data from our member firms to help us better understand their businesses and how they’re operating, and Michael joins me today to talk about what we found.
November 21, 2018
Ep #179: From Managing a Hedge Fund to Building an RIA - The Career of Michelle Gass
XYPN member Michelle Gass has had quite a unique path into the financial planning world. After starting her career as a tax accountant, Michelle transitioned into a family office, and then ended up launching and running a successful hedge fund for over twenty years. It wasn’t until af …
