October 14, 2020
Ep #277: Outsourcing Tax Preparation to Build a Scalable RIA
We’re excited to have Emily Purdon, Director of XY Tax Solutions (XYTS), and Sara Williams, Operations Specialist at XYTS, on the show today. We dive into what it’s like to roll outsourced tax prep under an RIA - specifically how to leverage experts to deliver great client experience, …
October 07, 2020
A Four-Year Check-In with Cady North
We’re excited to have XYPN member Cady North, owner of North Financial Advisors, a fee-only firm in San Diego, California, on the show today. Cady joined us on #XYPNRadio nearly four years ago, during Episode 79, to share her journey transitioning from the corporate world into that of …
May 20, 2020
Ep #256: Navigating The Way Forward with XYPN’s Advisor Success Team
This week, we’re changing things up and are excited to have XYPN coaches Emily Purdon, Arlene Moss, Carolyn Dalle-Molle and BB Webb on the podcast today. Once COVID-19 became recognized as a global pandemic, the XYPN team recognized that advisors were going to be facing new experience …
May 13, 2020
Building A Deliberate Firm As An Introvert
We’re thrilled to share the story of XYPN member, Chuck Donalies, on the show today. Chuck is the owner of Donalies Financial Planning, a fee-only firm in Washington DC. Chuck started his career in the biotech space but was drawn to financial planning while pursuing his MBA. Shortly a …
May 06, 2020
Lessons and Similarities of Past Market Downturns
We’re excited to have XYPN member Kenneth Klabunde, founder of Precedent Asset Management, a fee-only firm in Indianapolis, IN, on the show today. Having previously been on #XYPNRadio nearly four years ago, when his firm was only three years old, Kenneth talks about his experience - s …
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 …
April 22, 2020
Ep #252: The Importance of the Monthly Retainer Model and How It Withstands Market Volatility
We are excited to have XYPN members Sean Gillespie and Paul Allen—founders of the fee-only firm Redeployment Wealth Strategies—on the show today. Both Sean and Paul chose financial planning as their encore careers after serving in the Navy for over 20 years. After meeting by chance th …
April 15, 2020
Ep #251: Making Advice Available in the Time of COVID-19
On this special episode centered around COVID-19 and XYPN's pro bono effort, we are joined by long-time XYPN members Kevin Mahoney, founder and CEO of Illumint, and Dana Menard, founder and CEO of Twin Cities Wealth Strategies. Kevin and Dana, who have been running separate fee-only f …
April 08, 2020
Ep #250: Transitioning into a Family Business - The Career of Scott Weiss
Scott Weiss is the owner of Weiss Financial Group, a fee-only firm in Mahopac, NY. In today’s episode, we discuss Scott’s previous career as an art director in the magazine world, and his decision to leave that industry and join the financial planning profession. Listen in as we delve …
April 01, 2020
40 Years In The Industry and Still Loving It
Martha Williams is the owner of Williams Wealth Services, a fee-only firm in Ann Arbor, MI. Like many advisors, Martha began her career in this industry, from the bank channel to broker-dealers and independent BDs to eventually running her own firm. Martha shares her journey with us a …
