XYPN Radio / Women

Episode No. 375 | November 29, 2023

Building Eden: Exploring The Heart Of Year One In A New RIA

Exploring The Heart Of Year One In A New RIA

Guest Headshot

Many of our recent guests have discussed how things are 2, 3, and 4 years after starting. But what about when you’re in the thick of it? Our guest today, Nycole Freer, founder of Eden Financial is only 8 months into her solo RIA journey and tells us what it’s like! After navigating th …

Listen now

Episode No. 367 | August 09, 2023

How Resilience and Community Paved a Path to Success

With Leland Gross

Guest Headshot

We often hear how the network of support and connection that XYPN offers is a strong component of success. In today's episode, we learn that for our guest, Leland Gross, CFP®, the founder of PeaceLink Financial Planning, "community" wasn't just a benefit, it was essential after a life …

Listen now

Episode No. 366 | July 26, 2023

When Taking Custody & Engaging Virtual Assistance is Right For Your RIA

With Kate Yearwood Young

Guest Headshot

If you’re wondering whether taking custody of client accounts and a virtual assistant is right for your independent advisory firm, this episode’s for you! Taking custody can be a scary decision, but sometimes it's the right one. Just ask XYPN member Kate Yearwood Young, CFA, CFP®, fou …

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. 342 | August 24, 2022

Coaching Clients Through Uncertainty with Empathy

A Conversation with Rachael Burns

Guest Headshot

We’re excited to welcome XYPN member, Rachael Burns, CFP®, CDFA®, founder of True Worth Financial Planning, on the show today. Rachael’s start in financial services and life experience have allowed her to build a practice based on empathy and education. The day after learning she was …

Listen now

April 07, 2021

The Real Value of an Intern

Ep #302: The Real Value of an Intern: A Conversation with Pearl Michalson

Today we’re excited to welcome Pearl Michalson, XYPN’s Internship Coordinator, to the show. Pearl has built XYPN’s internship program from the ground up and has a wealth of expertise when it comes to all things interns and internships. From identifying top talent to training managers …

Listen now

July 22, 2020

Building An Inclusive Firm That Creates Opportunities For Women and People of Color To Grow and Succeed

Ep #265: Building An Inclusive Firm That Creates Opportunities For Women and People of Color To Grow and Succeed: The Career of Jocelyn Wright

We’re honored to interview Jocelyn Wright, owner and founder of the Ascension Group, a fee-only firm in Philadelphia, PA, on the show today. During today's episode, Jocelyn outlines her path for getting into and working her way around this industry. She's an MBA and a CFP®, has had ex …

Listen now

January 08, 2020

Ep #237: Personalize Your Sales Process with BB Webb

Ep #237: Personalize Your Sales Process with BB Webb

BB Webb is XYPN’s sales coach, having joined the team with the unique experience of being an entrepreneur herself. Today she joins the show to discuss the challenges she faced as a business owner before becoming a part of the XYPN team and how she is helping XYPN members perfect their …

Listen now

Get episode alerts by email