XYPN Radio / Business Owner

Episode No. 371 | October 04, 2023

How Life’s Detours Can Support Your Dream Job

A Conversation with Natalie Taylor

Guest Headshot

Your RIA journey isn’t just an upwards climb from where you are to where you want to be. It can include things like a family, embracing other opportunities, and teaming up with a friend. In today’s episode, we reconnect with Natalie Taylor CFP®. Since we spoke to her 3 years ago, she …

Listen now

Episode No. 364 | June 28, 2023

Becoming a Student of Your Own Art

With Terry Bradford-Crane

Guest Headshot

If you’re interested in the impact being a student of your own art can have on your priorities and business, this episode is for you! Terry Bradford-Crane MBA, CFP® of Bradford-Crane Company went to the Naval Academy for college with a dream of becoming a pilot and an astronaut. Just …

Listen now

Episode No. 363 | June 14, 2023

Finding Your Fit and Equity Compensation as a Powerful Niche

A Conversation with Christine Amill Centeno

Guest Headshot

If you’re interested in how finding your fit can change everything and how well the equity compensation niche has worked for XYPN member Christine Amill Centeno, CFP®, MS, founder of Simplicity Wealth Management, this episode is for you! Christine started her career in financial servi …

Listen now

August 28, 2019

Ep #218: Hyper Growth Working with Clients in the Oil and Gas Industries - The Career of Michael Rahn

Ep #218: Hyper Growth Working with Clients in the Oil and Gas Industries - The Career of Michael Rahn

Today's guest has found impressive success working with retirees and soon-to-be retirees in the oil and gas industry, and by employing a unique fee structure that he has found suits his niche. Michael Rahn is the founder of The Sum, a financial planning firm he has grown phenomenally …

Listen now

Get episode alerts by email