XYPN Radio / Social Responsibility

Episode No. 379 | January 24, 2024

Niche Mastery: How to Authentically Target Your Audience

With Lindsey Young

Guest Headshot

Embracing your authentic self can be terrifying, but our guest today took the leap and built an amazingly successful RIA by connecting with her niche. Our guest today, Lindsey Young, CFP®, and founder of Quiet Wealth, shares shares her journey, and how she found success. Lindsey navig …

Listen now

Episode No. 322 | November 17, 2021

Serving Advisors Instead of Clients to Broaden Your Impact

A Conversation with Kathleen Boyd

Guest Headshot

We’re excited to interview Kathleen Boyd, a CFP®, former financial planner, and now, XYPN’s Financial Planning & Process Coach. Kathleen is joining us for a second time, as she was on Episode 131 with Alan Moore four years ago talking about Diversity and Inclusion. Today, Kathleen …

Listen now

Episode No. 320 | October 20, 2021

Impacting Over 100 Clients in Two Years

An Interview with River Nice

Guest Headshot

Today, we’re excited to interview River Nice, XYPN member and founder of Be Intentional Financial, a fee-only firm focused on serving LGBTQ community members. River, whose pronouns are they/them, started their firm just over two years ago and has effectively served over 100 clients si …

Listen now

May 12, 2021

Investment Storytelling

Ep #307: Investment Storytelling: An Interview with Kelly Klingaman

Today, we’re excited to introduce you to Kelly Klingaman, Vice President and Regional Director of Dimensional Fund Advisors (DFA). Kelly has worked in the RIA space for the past 12 years, helping advisors around the country understand and communicate investment management strategies t …

Listen now

Episode No. 306 | May 05, 2021

How DEI Makes Firms Thrive

An Interview with Cindu Thomas-George

Guest Headshot

In today’s episode, we’re honored to speak with Cindu Thomas-George, a professor and the owner of Shakthi Diversity and Equity Training. Last year, Cindu shared some of her lifetime of experience and expertise with the XYPN Team. Later this year, you’ll have a chance to learn from her …

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

March 24, 2021

From Unfulfilled Employees to Independent RIA Owners

Ep #300: From Unfulfilled Employees to Independent RIA Owners: A Conversation with Charles Ho and Tremaine Wills

Today, we have two remarkable XYPN members—Tremaine Wills and Charles Ho—on the show. Tremaine and Charles both left the broker-dealer space knowing they were destined to do more meaningful work. Both ended up finding major fulfillment in being owners of their very own independent RIA …

Listen now

August 05, 2020

Ep #267: Supporting BIPOC Advisors on the Path to the CFP

Ep #267: Supporting BIPOC Advisors on the Path to the CFP

We’re honored to interview the leaders of the XYPN Diversity Committee - Shehara Wooten, Miguel Gomez, Ryan Frailich, and Abel Soares - on the show today. These four wonderful XYPN members have all served on our Diversity Committee over the past 12 months. They join the show today to …

Listen now

Get episode alerts by email