XYPN Radio / First Six Months

March 09, 2022

Mentally Preparing for Your First Year in Business

Ep #330: Mentally Preparing for Your First Year in Business: A Discussion with Kori Lennon

We’re excited to interview XYPN’s very own Director of Advisor Education, Kori Lennon. Kori pulls the strings for all of the educational programming for XYPN members—from our coaching offerings to our webinars. They are the ears and eyes of our community, always learning about what ad …

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February 23, 2022

What the First Six Months of Running a Firm are Really Like

Ep #329: What the First Six Months of Running a Firm are Really Like: With Stefanie Pickard & Chao Zhang

Today we’re talking with advisors at a different stage of their business development than those we normally feature⁠: two XYPN members who are in their first six months of launching their firm. Chao Zhang and Stefanie Pickard⁠ are in the midst of figuring things out as their firms get …

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