July 01, 2020

Supporting, Coaching, & Empowering Women Through Major Financial Decisions As a Certified Money Coach

We’re excited to have XYPN member Therese Nicklas, owner of Wealth Coach for Women, a fee-only firm in Rockland, MA, on the show today. Therese has 40 years of experience in the financial services industry, with time spent working in the insurance business with employee benefits as we …

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June 03, 2020

Pivoting Niches While Remaining Mission-Driven

We are thrilled to have XYPN member, Angie Furubotten-LaRosee, owner of Avea Financial Planning, a fee-only firm in Richland, WA, on the show today. Angie shares her unique experience in the world of entrepreneurship, having launched her firm once in 2011 and then again in 2018. She e …

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May 20, 2020

Ep #256: Navigating The Way Forward with XYPN’s Advisor Success Team

This week, we’re changing things up and are excited to have XYPN coaches Emily Purdon, Arlene Moss, Carolyn Dalle-Molle and BB Webb on the podcast today. Once COVID-19 became recognized as a global pandemic, the XYPN team recognized that advisors were going to be facing new experience …

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August 07, 2019

Ep #215: Marketing on a Limited Budget with XYPN Marketing Coach Carolyn Dalle-Molle

In financial planning, you can’t be all people, and you can’t be all numbers. This is also true when it comes to marketing, and today you will get to hear from XYPN’s Marketing Coach, Carolyn Dalle-Molle, who is fantastic at helping XYPN clients find the right marketing strategy for t …

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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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