Episode No. 390 | June 26, 2024
Leveraging Lived Experience to Serve Business Owners
With John Bovard, CFP®
In today’s episode of XYPN Radio, we are joined by John Bovard, CFP®, founder and CEO of Incline Wealth Advisors, a thriving wealth management firm based in Cincinnati. John launched his firm in 2020, just before the pandemic, and has impressively grown it to serve over 75 clients. A …
Episode No. 389 | June 12, 2024
Going Full-time as a Solopreneur
With Linden Cornett
In this special episode of XYPN Radio, we are thrilled to welcome back Linden Cornett, the founder of Seagrass Financial. Linden holds the honor of being the first guest to return three times over our eight-year journey at XYPN Radio. Many recent guests have mentioned Linden as a role …
Episode No. 388 | May 29, 2024
Unlocking the Power of a Partnership
The Evolution of AVID Planning with Jack Arnold and David Harpool
In this episode of XYPN Radio, we are thrilled to welcome back Jack Arnold, CFP®, and David Harpool, AAMS®, founders of AVID Planning in St. Petersburg, Florida. Having first joined us in January 2022 on XYPN Radio Episode 326, Jack and David return to share the significant changes an …
Episode No. 387 | May 15, 2024
Balancing Motherhood and Management While Scaling an RIA
With Rebecca Conner
In this episode of XYPN Radio, we welcome back Rebecca Conner, CFP®, founder of SeedSafe Financial. Since launching her firm in 2016, Rebecca has navigated the complexities of growing and scaling a successful business while also embracing the joys and challenges of parenthood. Rebecca …
Episode No. 386 | May 01, 2024
Level Up Your Client Engagement Game with Elements’ Revolutionary Diagnostic Tool
With Reese Harper and Carl Richards
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On today's episode, we are thrilled to welcome XYPN member, Reese Harper, CFP®, and Carl Richards, CFP®, to XYPN Radio. These innovative minds are behind the cutting-edge technology called Elements, XYPN’s newest technology partner. We'll dive deep into the origins of Elements, the te …
Episode No. 369 | September 06, 2023
Empowering Your Finances: Lessons from Ministry to Money Management
With Jeff Clark
Join us for an insightful episode as we extend a warm welcome to XYPN member Jeff Clark CFP®, founder of Redwood Money. From youth ministry to personal finance, Jeff’s journey wasn’t simple. In his church, Jeff offered to help his peers with their finances, but soon had the attention …
Episode No. 336 | June 01, 2022
Finding Balance Building a Boutique Firm & Serving the Dentist Niche
A Conversation with Reese Harper
We’re excited to welcome XYPN member Reese Harper to the show today. Reese is the founder of Dentist Advisors, a virtual firm based in Salt Lake City, UT., focused on serving (you guessed it) dentists. Reese started his firm in 2007 after working at Northwestern Mutual, and he had one …
November 13, 2019
Ep #229: #XYPNLIVE FinTech Winner Holistiplan - The Career of Roger Pine
Today we have the founder of Holistiplan—and winner of this year’s #XYPNLIVE FinTech competition—Roger Pine on the show! After starting out as an energy consultant, Roger discovered financial planning through his wife and embarked on a whole new venture that he's here to tell us all a …
