November 07, 2018
Ep #177: Running Two Successful Businesses As Siblings - The Careers of Danna Jacobs and Rob Colon
Danna Jacobs and Rob Colon are an impressive brother and sister duo that went from launching a firm in 2013 with just one client—who happened to be their grandfather—to running not just one, but two successful businesses. The founders of Legacy Care Wealth and Inspired Vision Accounti …
September 26, 2018
Ep #171: Leveraging Processes to Allow Explosive Growth Working 20 Hours-Week - The Career of Rebecca Conner
Rebecca Conner took the leap and started her own financial planning firm. Her early success is something she credits to having a specific niche from the start and implementing processes that nurtured growth. She discusses the risks she took on, her unique niche in tech and how she fig …
March 21, 2018
Ep #144: Finding Success Working with Clients with Similar Values – The Career of Diana Bacon
Life gets messy; whether it’s a new tax law or a looming divorce settlement, the value of a financial planner who has expertise in these areas is immense. Diana Bacon joins us on the show to discuss her career from working with multiple firms to eventually moving to the fee-only model …
January 31, 2018
Ep #137: Husband and Wife Each Start Businesses with a Newborn - The Career of Scott Haley
From fee-only planning to tax planning, Scott Haley has found an interesting and successful business model for his firm. He joins us on the show to talk about how he got started in financial planning and what it was like getting a rough start initially and then finally finding the rig …
June 22, 2016
Ep #53: Operating an RIA to Serve Gen X Clients with Anjali Jariwala
This week, we’re excited to welcome Anjali Jariwala to XYPN Radio. Anjali is a CFP and CPA based out of Chicago, Illinois. She is the founder of FIT Advisors, a fee-only financial planning firm that specializes in working with professionals in their 30s and 40s.
