Episode No. 273 | September 16, 2020
Leveraging Video to Establish Credibility
An Interview with Candice Carlton
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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 …
April 29, 2020
Ep #253: How to Communicate Authentically with Clients During a Time of Crisis
We’re honored to have XYPN members Ian Bloom, Meg Bartelt, Brian Thompson, and Leighann Miko on the show today as they talk about communicating authentically with clients during a time of crisis. This group of members have invested heavily into themselves, their business and their cli …
May 29, 2019
Ep #206: Running a Hyper Growth Firm with Your Spouse - The Career of Michelle Smalenberger
Michelle Smalenberger has over 12 years of experience working at a nationally-recognized firm and has been mentioned in publications such as The Wall Street Journal and Financial Advisor IQ. Today she joins the show to discuss the benefits of owning a business with your spouse and how …
May 22, 2019
Ep #205: Career Changing from Marketing to Financial Planning - The Career of Sara Stanich
Today XYPN member Sara Stanich, founder of Cultivating Wealth, joins the show to discuss her unique journey to finding her place in financial planning. We will discuss why she made a career change out of marketing after 12 years and how having experience in multiple industries has led …
May 15, 2019
Ep #204: Leveraging Life Planning to Build a Financial Planning Firm - The Career of Sidney Divine
Sidney Divine, founder of Divine Wealth Strategies, joins the show to share how he climbed his way to the top and ended up being voted Financial Planner of the Year in 2017. He explains how he is fulfilling his dream of helping good people live better lives and how that passion has he …
May 08, 2019
Ep #203: When a Therapist and a Teacher Start a Financial Planning Firm - The Careers of John Chesbrough & Liz Weinstein
How did a teacher with a wanderlust inclination and a therapist interested in business and helping people come together to create Trail Financial Planning? In this episode, we dig into how John Chesbrough and Liz Weinstein crafted their unique career paths into a fantastic partnership …
May 01, 2019
Ep #202: Learning from Your Mistakes to Build the Business of Your Dreams - The Career of Sue Peck
Today XYPN member Sue Peck, founder of Evolution Financial, recounts the compelling story of how she discovered she was ready to start her own business after nearly 12 years of working for an investment management firm. She discusses the struggles of starting off on your own, where sh …
April 24, 2019
Ep #201: Merging and Then Buying a Practice - The Career of Quinn Arnold
From corporate finance to financial planning with almost no experience as a planner, Quinn Arnold went from not being able to find a financial planner for himself to fostering a relationship that pushed him into the field and ultimately led to him owning a firm. In this episode, he di …
