September 16, 2020
Leveraging Video to Establish Credibility
We’re excited to have Candice Carlton, a digital marketing expert, on the show today to talk about her upcoming #XYPNLIVE(ish) Post-Con, a workshop titled: A Blueprint for Kickass Video. Candice is a pioneer of video in the financial planning industry and has begun to share her passio …
September 09, 2020
Leveling-Up
We’re excited to have XYPN member Wendy Marsden, owner of ProsperiTea Planning, out of Greenfield MA, on the show today. Wendy is currently in what XYPN calls the “scaling phase,” she has hit capacity to serve her clients on her own and is facing a whole slew of different challenges …
September 02, 2020
Ep #271: Leveraging Previous Relationships to Build a Firm During a Pandemic with Luis Rosa
We’re excited to welcome our one-thousandth XYPN member, Luis Rosa, owner of Build a Better Financial Future, a fee-only firm in Las Vegas, Nevada on the show today. Due to the state of Nevada’s registration process, it took Luis 7 ½ months to launch his own firm and transition two do …
August 26, 2020
Ep #270: Scaling Your Compliance Program
We’re honored to welcome Scott Gill, XYPN Senior Compliance Consultant, and Abby Morton, an XYPN member and partner of Goldman Financial Planning, a fee-only firm out of Maine, on the show today. Through XYPN’s Compliance Coaching Program, Scott and Abby have been able to work togethe …
August 19, 2020
Ep #269: Debunking the Registration Process with Travis Johnson and Kendra Rehm-Dehn
We’re excited to have Travis Johnson, XYPN's Director of Compliance, and Kendra Rehm-Dehn, an XYPN Compliance Specialist, on the show today. Beginning the journey towards running your own RIA can be stressful and one of the most nerve-wracking parts can be getting started with complia …
August 12, 2020
Alternative Career Paths in the Financial Planning Industry
We’re honored to interview Emily Purdon, XYPN's former Financial Planning and Process Coach (transitioning to Director of XY Tax Solutions), on the show today. Having just finished her first year at XYPN, Emily has been the mind behind our XYPN Financial Planning & Process. Join u …
September 18, 2019
Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason
Today we have XYPN members and founders of Brooklyn FI, AJ Ayers and Shane Mason, on the show! The pair has achieved explosive growth, and they join us to share how they did it, as well as how their unique career paths ultimately led them to financial planning. Listen in to hear about …
February 22, 2017
Ep #88: From Outsourced Virtual Operations Manager to RIA Owner - The Career of Chloé Moore
Today we hear from Chloé Moore, a multi-talented planner and business owner who's already had a diverse and interesting career. Based in Atlanta, Chloé helps firms improve their operations and serve complex clients while she advises more everyday people than in her past.
February 15, 2017
Ep #87: Building a Monthly Retainer Firm in Brazil - The Career of André Novaes
On today's episode we hear from André Novaes, founder and CEO of LifeFP. LifeFP is a monthly retainer firm in Brazil with about 3,000 clients, 45 advisors, and a grand vision. If André had his way, 95% (or more) of Brazil's population would have the opportunity to design their lives w …
February 08, 2017
Ep #86: Building a Virtual Paraplanning Business - The Career of Jennifer Pritchard
Jennifer Pritchard has one of the most unique and awesome jobs in financial planning. She's a financial planner who's been mentioned on the podcast before because she's built a virtual paraplanning business working with a number of XYPN members. Virtual paraplanning is probably the m …
