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 …
May 02, 2018
Ep #150: Launching a Firm with a Spouse Not On Board – The Career of Raquel Hinman
Most people know there are risks and sacrifices involved with entrepreneurship. Raquel Hinman shares her journey through different finance jobs, detailing how she ended up starting her own successful business and how she dealt with the downside of business ownership. She gets real wit …
April 25, 2018
Ep #149: Going All In On a Niche Can Lead to Explosive Growth - The Career of Ryan Inman
Today's guest is a great example of why having a niche is so powerful. XYPN member Ryan Inman is the founder of Physician Wealth Services, a firm that specializes in working with, you guessed it, physicians. In fact, 100% of his clients are doctors!
December 13, 2017
Ep #130: From $0 to $250,000 Annual Revenue in Just 13 Months - The Career of Patrick Brewer
What does it take to start and grow a successful financial planning firm? Today’s guest is here to share how he managed to do just that and more. Patrick Brewer is the founder of SurePath Wealth Management, a fee-only financial planning firm based in Austin, Texas that grew from $0 to …
