XYPN Radio / Financial Planning

Episode No. 376 | December 13, 2023

Mind Over Money: How One RIA Owner Is Crafting A New Narrative In Finance

Guest Headshot

In this episode of XYPN Radio, we’re joined by XYPN member Maggie Klokkenga, the founder of Make A Money MindShift. Maggie's journey is a testament to the transformative power of financial coaching. Starting her career as a CPA, she eventually transitioned to a large firm in St. Louis …

Listen now

Episode No. 375 | November 29, 2023

Building Eden: Exploring The Heart Of Year One In A New RIA

Exploring The Heart Of Year One In A New RIA

Guest Headshot

Many of our recent guests have discussed how things are 2, 3, and 4 years after starting. But what about when you’re in the thick of it? Our guest today, Nycole Freer, founder of Eden Financial is only 8 months into her solo RIA journey and tells us what it’s like! After navigating th …

Listen now

Episode No. 371 | October 04, 2023

How Life’s Detours Can Support Your Dream Job

A Conversation with Natalie Taylor

Guest Headshot

Your RIA journey isn’t just an upwards climb from where you are to where you want to be. It can include things like a family, embracing other opportunities, and teaming up with a friend. In today’s episode, we reconnect with Natalie Taylor CFP®. Since we spoke to her 3 years ago, she …

Listen now

Episode No. 363 | June 14, 2023

Finding Your Fit and Equity Compensation as a Powerful Niche

A Conversation with Christine Amill Centeno

Guest Headshot

If you’re interested in how finding your fit can change everything and how well the equity compensation niche has worked for XYPN member Christine Amill Centeno, CFP®, MS, founder of Simplicity Wealth Management, this episode is for you! Christine started her career in financial servi …

Listen now

Episode No. 362 | June 01, 2023

The Benefits of Fee-restructuring & Other Mid-course Growth Decisions

A Conversation with John Underhill

Guest Headshot

If you’re interested in learning how employment contract restrictions can seriously disrupt your plans to take clients with you should you decide to break away from your broker, as well as working through growth and fee structuring decisions, this episode is for you! XYPN member John …

Listen now

Episode No. 360 | May 03, 2023

From Wirehouse to Solo RIA—When Following a Calling Serves You AND Your Clients

A Conversation with Kaysian Gordon

Guest Headshot

If you are interested in what it takes to transition from a long-term wirehouse position to solo RIA ownership, what it means to truly answer a calling, and how to sustainably serve others without being self-sacrificing, this episode is for you!

Listen now

Episode No. 359 | April 19, 2023

From CPA to Starting & Growing Your Own RIA

A Conversation with Mike Troxell

Guest Headshot

If you’re interested in learning about the advantages of growing your firm with like-minded advisors, the benefits of hiring a virtual assistant, and how none of it would be possible without a supportive spouse, this episode’s for you!

Listen now

Episode No. 356 | March 08, 2023

Niche What You Know and Grow Fee-only Revenue to $250k in 5 Years

A Conversation with Andie Clark

Guest Headshot

If you’re interested in learning how niching what you know and starting a group focused around that niche can help grow your fee-only revenue to $250k in 5 years, this episode is for you! We're excited to welcome XYPN member Andie Clark, founder of The Table Financial Planning, a virt …

Listen now

Get episode alerts by email