July 05, 2017
Ep #107: Moving Your Firm Across the Country - The Career of Nannette Kamien
We meet so many interesting people and members through XYPN Radio, and today’s guest continues that trend. Nannette Kamien took a long and winding road to becoming an entrepreneur in the world of financial services, but her previous career continues to improve her offering as a financ …
February 22, 2017
Ep #88: From Outsourced Virtual Operations Manager to RIA Owner - The Career of Chloé Moore
Today we hear from Chloé Moore, a multi-talented planner and business owner who's already had a diverse and interesting career. Based in Atlanta, Chloé helps firms improve their operations and serve complex clients while she advises more everyday people than in her past.
August 17, 2016
Ep #61: After the Succession Plan - How to Revamp and Rebrand a Financial Planning Firm
Are you thinking about becoming part of an existing financial planning firm's succession plan and taking over the business at some point down the road?
July 06, 2016
Ep #55: How to Transition to Working as a Virtual Advisor
On this week's episode, we're answering some great questions that podcast listeners asked after Alan shared his career path and experience in the industry on Episode 50.
March 02, 2016
Ep #37: The Career of Will Kaplan: From Failed Partnership to Firm Owner
This week on #XYPNRadio, we're chatting with Will Kaplan. Will is the founder of Halcyon Financial Planning, based out of Oregon. He started out focusing on psychology in school, but found his way into financial planning through a series of job changes.
