XYPN Radio / Equity Compensation

Episode No. 350 | December 14, 2022

From PSYOP Specialist to RIA Owner and All the Leveraging Opportunities in Between

A Conversation with Daniel Yerger

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We’re excited to welcome XYPN member, Daniel Yerger, MBA, CFP®, ChFC, AIF, CDFA, and founder of MY Wealth Planners, a fee-only firm based in Colorado on the show today. Today’s podcast follows Daniel’s career path from joining the Army and specializing in PSYOPS to becoming an IT mana …

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Episode No. 306 | May 05, 2021

How DEI Makes Firms Thrive

An Interview with Cindu Thomas-George

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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 …

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