XYPN Radio / Finding Success

Episode No. 342 | August 24, 2022

Coaching Clients Through Uncertainty with Empathy

A Conversation with Rachael Burns

Guest Headshot

We’re excited to welcome XYPN member, Rachael Burns, CFP®, CDFA®, founder of True Worth Financial Planning, on the show today. Rachael’s start in financial services and life experience have allowed her to build a practice based on empathy and education. The day after learning she was …

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June 19, 2019

Ep #209: Finding Success after Being Fired as a Partner - The Career of Mark Wilson

Ep #209: Finding Success after Being Fired as a Partner - The Career of Mark Wilson

After working for his previous firm for 19 years and then being unexpectedly fired, Mark Wilson was forced to reset his life. Now the owner and only employee of MILE Wealth Management, Mark joins the show today to discuss what pushed him to start his own firm and how he is focusing on …

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March 21, 2018

Ep #144: Finding Success Working with Clients with Similar Values – The Career of Diana Bacon

Ep #144: Finding Success Working with Clients with Similar Values – The Career of Diana Bacon

Life gets messy; whether it’s a new tax law or a looming divorce settlement, the value of a financial planner who has expertise in these areas is immense. Diana Bacon joins us on the show to discuss her career from working with multiple firms to eventually moving to the fee-only model …

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