XYPN Radio / Purpose

March 24, 2021

From Unfulfilled Employees to Independent RIA Owners

Ep #300: From Unfulfilled Employees to Independent RIA Owners: A Conversation with Charles Ho and Tremaine Wills

Today, we have two remarkable XYPN members—Tremaine Wills and Charles Ho—on the show. Tremaine and Charles both left the broker-dealer space knowing they were destined to do more meaningful work. Both ended up finding major fulfillment in being owners of their very own independent RIA …

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November 01, 2017

Ep #124: Financial Life Planning and Discovering Your Why - An Interview with Elizabeth Jetton

Ep #124: Financial Life Planning and Discovering Your Why - An Interview with Elizabeth Jetton

Elizabeth Jetton is on the show to share the incredible new programs and educational opportunities being developed to help financial planners start strong. She also opens up to share the importance of finding your ‘Why’ and gives tips on when and how to do it. Her experience in almost …

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