XYPN Radio / Firm Ownership

Episode No. 351 | December 28, 2022

The Gift of Community – Why Members of an XYPN Mastermind Group Are Better Together

With Dillon Cobb, Andrew Gray, and Allen Mueller

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At XYPN we talk a lot about community. This holiday season feels like a great time to celebrate what a powerful gift being independent, but never alone can be. So, we invited three members of an XYPN Mastermind Group, Dillon Cobb, CPA, CFP®, Andrew Gray, CFP®, and Allen Mueller, CFA, …

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Episode No. 347 | November 02, 2022

XYPN’s 2022 Benchmarking Study Highlights

A Review with Alan Moore and Michael Kitces

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Co-Founders Alan Moore and Michael Kitces review the highlights of the sixth-annual Member Benchmarking Study in this episode of XYPN Radio. Each year, the study gathers information from XYPN member participants to get an accurate picture of how advisors are doing in their firms. This …

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Episode No. 343 | September 07, 2022

Finding Success Building a Socially Responsible Firm

A Conversation with Ethan Miller

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Today, we talk to XYPN member Ethan Miller, CFP®, founder of Planning for Progress—a fee-only firm based in Washington D.C. Ethan started his career in labor and union organizing which gave him the passion for working with individuals one-on-one to empower them to make the world a bet …

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October 21, 2020

Motherhood and Firm Ownership

Ep #278: Motherhood and Firm Ownership: How To Master Both: An Interview with Morgen Rochard

We’re excited to have XYPN member Morgen Rochard, owner of Origin Wealth Advisors, a fee-only firm out of Austin, TX, on the show today. Morgen joined us on episode 178 to share her journey transitioning from a trader to a firm owner. Today, Morgen joins the show to share what she’s b …

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