XYPN Radio / Financial Planners (5)

February 12, 2020

From Film Production to a Lifestyle Firm

Ep #242: From Film Production to a Lifestyle Firm: The Career of Rob Brown

Today XYPN member Rob Brown, owner of Brownsboro Financial, joins the show. After starting his career in the film industry as a production manager, he craved something new and decided to start a career path as a financial advisor. In this episode, he describes the challenges of starti …

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February 05, 2020

From Stay-At-Home Dad to Owning Three Businesses

Ep #241: From Stay-At-Home Dad to Owning Three Businesses: The Career of Erik Klumpp

Erik Klumpp is the owner of Chessie Advisors, a fee-only firm in Rochester Hills, Michigan. After gaining invaluable experience at four different firms straight out of college, Erik built his practice from the ground up in 2014. Today he joins the show to talk about what pushed him to …

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January 29, 2020

Creating a Tool to Facilitate Meaningful Money Conversations Among Family Members

Ep #240: Creating a Tool to Facilitate Meaningful Money Conversations Among Family Members: The 30-Year Career of Hillel Katzeff

Relationships, trust, and follow-through with clients are all incredibly important in the financial advising field. XYPN member Hillel Katzeff joins us on this episode to share how he has truly taken the importance of meaningful relationships to heart and integrated it into his practi …

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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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January 15, 2020

Using Your Own Money Scripts to Build Your Ideal Firm

Ep #238: Using Your Own Money Scripts to Build Your Ideal Firm: The Career of Leighann Miko

Leighann Miko is the owner of Equalis Financial, a fee-only firm in Los Angeles, California. Although she began her career in this industry, her money scripts that led her into this career were formed much earlier. Leighann grew up poor and was the first member of her family to gradua …

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January 08, 2020

Ep #237: Personalize Your Sales Process with BB Webb

Ep #237: Personalize Your Sales Process with BB Webb

BB Webb is XYPN’s sales coach, having joined the team with the unique experience of being an entrepreneur herself. Today she joins the show to discuss the challenges she faced as a business owner before becoming a part of the XYPN team and how she is helping XYPN members perfect their …

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January 01, 2020

Audits

Ep #236: Audits: The Do’s and Don’ts According to a Former Regulator: An Interview with Kingston Hollman

Kingston Hollman is one of XYPN’s compliance consultants and a former regulator with the state of Minnesota. Having been a financial advisor and firm owner himself in the past, Kingston now provides firm owners with expert advice on how to embrace a culture of compliance and what to e …

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December 25, 2019

Merging Firms To Better Serve Clients

Ep #235: Merging Firms To Better Serve Clients: The Rapid Growth Of FDS

Today we are joined by the team from Financial Design Studio (FDS), a fee-only firm in Deer Park, Illinois. Husband and wife duo Michelle and Stephen Smalenberger started FDS three years ago with the intention of eventually growing their team, while Trevore Meyer and Rob Stoll each st …

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