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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December 23, 2020

Applying Startup Experience to the First 12 Months of Business

Ep #287: Applying Startup Experience to the First 12 Months of Business: The Career of Natalie Taylor

We’re excited to have XYPN member Natalie Taylor, owner of Natalie Taylor Consulting Services, on the show today. Natalie is only 10 months into building a fee-only RIA business, but she has already served nearly forty clients since opening her doors in early 2020. Natalie walks us th …

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