September 16, 2020

Leveraging Video to Establish Credibility

We’re excited to have Candice Carlton, a digital marketing expert, on the show today to talk about her upcoming #XYPNLIVE(ish) Post-Con, a workshop titled: A Blueprint for Kickass Video. Candice is a pioneer of video in the financial planning industry and has begun to share her passio …

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September 09, 2020

Leveling-Up

We’re excited to have XYPN member Wendy Marsden, owner of ProsperiTea Planning, out of Greenfield MA, on the show today.  Wendy is currently in what XYPN calls the “scaling phase,” she has hit capacity to serve her clients on her own and is facing a whole slew of different challenges …

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September 02, 2020

Ep #271: Leveraging Previous Relationships to Build a Firm During a Pandemic with Luis Rosa

We’re excited to welcome our one-thousandth XYPN member, Luis Rosa, owner of Build a Better Financial Future, a fee-only firm in Las Vegas, Nevada on the show today. Due to the state of Nevada’s registration process, it took Luis 7 ½ months to launch his own firm and transition two do …

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December 12, 2018

Ep #182: Leveraging a Soccer Coaching Network to Build a Practice - The Career of Evan Loomis

Although he didn’t expect to become a financial advisor, Evan Loomis is now a successful owner of a firm that has gained 22 clients in just one year. How did he get there? In this episode, we’ll hear about his start in collections, as well as how he excelled in his financial career du …

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August 15, 2018

Ep #165: Working with Victims of the CA Wildfires – The Career of Michael Anderson

The financial planning industry has mostly targeted the higher earners and often been less accessible to those who need financial planning and advising services the most. Michael Anderson joins us to talk about how he is working on providing options for these lower income clients. He …

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