August 29, 2018
Ep #167: Integrating Cash Flow Planning Into Your Financial Planning Process - An Interview with Steve Crawford
Steve Crawford is a financial advisor, a coach to other financial advisors, and the founder of both Experience Wealth and The Advice Movement . After working in the industry and realizing he wasn’t serving the client base he wanted to focus on, Steve started his own financial planning …
August 22, 2018
Ep #166: Integrating Tax Planning Into Your RIA - The Career of Eric Gabor
Today I'm excited to have XYPN Member Eric Gabor on the show! Eric has spent his entire career as a financial advisor, but he realized early on that he wanted to work with a different client base than the one most firms serve. After making the decision to leave a high-paying job to fo …
October 11, 2017
Ep #121: Outsourced Student Loan Services to Financial Advisors - The Career of Galen Herbst de Cortina
What would you do if you were forced to find a different job? It happened to Galen. He is the founder of Buff Your Finances and was following a typical career path of a financial planner when he had the opportunity to work as a virtual paraplanner for another advisory. He made the m …
October 04, 2017
Ep #120 - Career Changing From Tax Attorney to Financial Planner With a Focused Niche of Serving LGBTQ Couple Clients - The Career of Brian Thompson
Brian Thompson, founder of Brian Thompson Financial, is committed to helping the LGBTQ community with their financial planning. He started out as a tax attorney but his interest in personal finance grew after he watched his mom get sold inappropriate annuities and saw more opportuni …
September 27, 2017
Ep #119: Scaling a Firm to Serving 100 Clients in Less Than 2 Years – An Interview with Amy Irvine
Amy Irvine, founder of Irvine Wealth Planning Strategies, is no stranger to hard work. Her finance career started out on a typical succession planning path, but after being told she couldn’t roll out a service model to serve younger clients she decided to split off and join another fi …
August 26, 2015
Ep #5: How Fee-Only Advisors Help Clients Get Insurance with Mark Maurer
Today, we’re excited to welcome the sponsor of #XYPNRadio Launch Week, Mark Maurer! Mark is the president and CEO of LLIS.
