XYPN Radio / Financial Advisors

Episode No. 404 | January 22, 2025

Building a Purpose-Driven Practice in Three Months

With Rob Brown

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XYPN Radio is excited to welcome Rob Brown, founder of Truest Fan Coaching, for an inspiring and thought-provoking conversation. Rob is an expert coach for RIA owners, helping them uncover their purpose and build businesses that align with their deepest values and goals. In this episo …

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Episode No. 403 | January 08, 2025

Mastering Short-Form Video Marketing

With Nate Hoskin, CFP® and Nick Meyer, CFP®

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On this episode of XYPN Radio, I’m thrilled to chat with Nate Hoskin and Nick Meyer, two CFP® professionals based in Denver and co-founders of N2 Content Marketing. Together, we unpack the power of short-form video marketing for advisors. We dive into the why and how of creating diges …

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Episode No. 402 | December 11, 2024

Work-Life Integration, Fulfillment, and Building Your Dream Firm

With Kristin Harad

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In this episode of XYPN Radio, we sit down with Kristin Harad—coach, former financial advisor, and marketing expert—for an inspiring conversation about personal and professional growth. Nearly eight years after her first appearance on the podcast, Kristin returns to share insights fro …

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Episode No. 401 | November 27, 2024

Mindfulness, Freedom, and a Fiduciary Driven Civilization

With George Kinder and Lora Woodward

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XYPN Radio is thrilled to welcome George Kinder, founder of the Kinder Institute of Life Planning, and Lora Woodward, the Institute's COO, for an inspiring conversation. It’s been a few years since they last joined us in 2020, and this time, we’re diving into some truly transformative …

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Episode No. 398 | October 16, 2024

Supporting Childfree Clients with Financial Planning and Beyond

With Jay Zigmont, PhD, MFA, CFP® and Bri Conn

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In this episode of XYPN Radio, we sit down with Jay Zigmont, founder of Childfree Wealth®, and Bri Conn, the firm's Chief Experience Officer, to dive into the unique financial planning needs of childfree individuals. With over 25% of the population identifying as childfree, Jay and Br …

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Episode No. 397 | October 02, 2024

Empowering Internationally Born Clients Through Financial Planning

With Jane Mepham, CFP®

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In this episode, we sit down with Jane Mepham, CFP®, Founder and CEO of Elgon Financial Advisors, a fee-only firm based in Austin, Texas, specializing in serving foreign-born individuals. Originally from Kenya, Jane shares her journey to the U.S. to study computer science and how a la …

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Episode No. 393 | August 07, 2024

How Focusing on a Niche Allows You to Love Your Work

With Ashley Foster, CFP®

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In this episode of XYPN Radio, we welcome back Ashley Foster, CFP®, founder of NXT:GEN Financial Planning. You might remember Ashley from Episode 321 in 2021, where he shared his journey transitioning from the insurance industry to the fee-only financial planning world. Today, Ashley …

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Episode No. 390 | June 26, 2024

Leveraging Lived Experience to Serve Business Owners

With John Bovard, CFP®

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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 …

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