February 09, 2022
An RIA Consultant’s Advice for Building Your Firm
Today I talk with Cameo Roberson, the owner and founder of Atlas Park Consulting—a consulting firm for RIAs. Cameo isn’t an XYPN member, nor is she an RIA owner, but she’s deeply familiar with the space and the experiences of advisors who are running their firms. Today, we dive into C …
January 26, 2022
Building Confidence to Launch and Grow Your Ideal Firm
Today’s interview is with XYPN member Heather Townsend, owner and founder of Townsend Financial, a virtual fee-only firm based out of Scottsdale, AZ. Heather is in her fourth year of business and is hitting her stride working with over 40 of her most ideal clients: business owners and …
January 12, 2022
Ep #326: Starting an Equally-Owned Firm with Friends & Transitioning Away from Broker-Dealer
Today we hear from the three founders and owners of AVID Planning—a fee-only firm out of St. Petersburg, FL, that opened its doors in 2016. Right out of the gate, Jack, David, and Kevin experienced how much fun running a business can be when you do it alongside friends. The three of t …
December 29, 2021
Changing Careers & Growing a Successful Fee-Only Firm
Today, Jennipher Lommen, founder of Wildflower Financial, a fee-only firm out of Santa Cruz, California, is on the show. Jennipher is a career changer and entered this industry only a few years before she launched Wildflower four years ago. Jennipher homeschooled all three of her chil …
December 15, 2021
The Power of Preparation & Perseverance in Building Your Ideal Firm
We’re joined today by XYPN member and founder of SJK Financial Planning, Wes Shannon. Wes has been running his Fort Worth, TX firm for six years and, despite feeling admittedly swamped, has reached the point where he feels like he’s built his ideal firm. In this episode, Wes discusses …
June 16, 2021
Growing As an Entrepreneur From the Startup Phase to the Enterprise Phase
We’re excited to have Alan Moore, the CEO and Co-Founder of XYPN, on the show today. XYPN just celebrated its 7th year, and it’s been about a year and a half since Alan hosted his last #XYPNRadio episode. Today, he joins us to discuss what this whole journey has been like—from starti …
June 02, 2021
Two Million Dollars of Revenue in Four Years
We’re excited to welcome back Shane Mason and AJ Ayers, co-founders of Brooklyn FI, for a check-in on their growth trajectory since we last spoke with them on episode #221. Brooklyn FI now has 10 fully remote employees, serves over 200 client households, and is pushing the two million …
May 26, 2021
The Power of a Mastermind Group
We’re excited to have four XYPN members and firm owners on the show today. Becky Meats, Bonnie Arnold, Molly Laughter, and Adrienne Ross were introduced to each other during their XYPN Launcher program in 2019 and have met every week since then as a mastermind group. We dig in and d …
May 19, 2021
Enhancing the Value of XYPN Membership with Executive Experience
We’re honored to welcome Vince Hockett, XYPN’s Chief Revenue Officer, to the show today. Vince joined the XYPN team just about one year ago and has brought decades of experience working at rapidly growing companies along with him. Today, Vince shares what it’s like working with Alan …
May 12, 2021
Investment Storytelling
Today, we’re excited to introduce you to Kelly Klingaman, Vice President and Regional Director of Dimensional Fund Advisors (DFA). Kelly has worked in the RIA space for the past 12 years, helping advisors around the country understand and communicate investment management strategies t …
