XYPN Radio / Financial Plan

Episode No. 285 | December 09, 2020

Creating a Global Financial Planning Institute

An Update with Ashley Murphy

Ep #285: Creating a Global Financial Planning Institute: An Update with Ashley Murphy

We’re excited to have XYPN member Ashley Murphy, Founder of Areté Wealth and the Global Financial Planning Institute (GFP), on the show today. This is Ashley’s second time sharing his career journey and expertise in the expat space on #XYPNRadio. Today, he joins us to give us an updat …

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December 02, 2020

Launching a Part-Time Firm During the COVID Era

Ep #284: Launching a Part-Time Firm During the COVID Era: The Career of Brooklyn Brock

We’re excited to have XYPN member Brooklyn Brock, Founder of Ellevate Advisors, a fee-only firm in Tulsa, OK, on the show today. Brooklyn is a third-generation CFP® and after several years of working at her family Ameriprise office, Brooklyn got the itch to start her own firm. But Bro …

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November 25, 2020

Ep #283: From Financial Planner to App Developer - The Career of Pierre-Emmanuel Jouve

Ep #283: From Financial Planner to App Developer - The Career of Pierre-Emmanuel Jouve

We’re excited to have XYPN member Pierre-Emmanuel Jouve, owner of InsuraWealth, a fee-only firm out of Tampa, FL, on the show today. Pierre started his firm in 2016, and today, serves 85 clients, most of whom are young professionals. Pierre talks about how and why he “niched” his clie …

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November 18, 2020

Ep #282: The Benefits of Keeping Up With Your Accounting - A Discussion with Dan Keslin

Ep #282: The Benefits of Keeping Up With Your Accounting - A Discussion with Dan Keslin

We’re excited to have XYPN teammate, Dan Keslin, on the show today. Dan is the Director of XY Bean Counters and he joins us today to shine light on the responsibilities of an RIA owner when it comes to keeping books and financial records accurate and updated—a task many advisors under …

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November 11, 2020

Ep #281: Retired Engineer Turned Business Owner Serving Engineers - The Career of Britton Gregory

Ep #281: Retired Engineer Turned Business Owner Serving Engineers - The Career of Britton Gregory

We’re excited to have XYPN member Britton Gregory, owner of Austin-based fee-only firm, Seaborn Financial, on the show today. Britton had a long career as an engineer before catching the personal finance bug and deciding to chase his encore career. Today, he stays connected to his car …

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November 04, 2020

Ep #280: Doubling Revenue by Bringing on a Partner - The Career of Justin Brownlee

Ep #280: Doubling Revenue by Bringing on a Partner - The Career of Justin Brownlee

We’re excited to have XYPN member Justin Brownlee, owner of the Houston-based fee-only firm Brownlee Wealth Management, on the show. Justin started his own firm last year after spending nearly a decade in the insurance and brokerage world. Today, he’s building the premier firm serving …

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October 28, 2020

Ep #279: Alternative Career Paths in the Financial Planning Industry- An Interview with Lucy Robeson

Ep #279: Alternative Career Paths in the Financial Planning Industry- An Interview with Lucy Robeson

We’re thrilled to have Lucy Robeson, the Managing Director of AdvicePay, a compliant payment processor for financial advisors, on the show today. Like many others on the show before her, Lucy took a meandering path to where she is today. She started her career as a retirement actuary, …

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January 22, 2020

Specializing in ESG and Offering a Flat-Fee

An Interview with Scott Arnold

Guest Headshot

Scott Arnold is the owner of IMPACTfolio, a fee-only firm in Denver, Colorado. After starting his career in this industry—working both at Schwab and an RIA—he realized he wanted to offer impact investing to clients on a broader scale, in a personalized way. Today he joins the show to …

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