XYPN Radio / Hourly

October 11, 2017

Ep #121: Outsourced Student Loan Services to Financial Advisors - The Career of Galen Herbst de Cortina

Ep #121: Outsourced Student Loan Services to Financial Advisors - The Career of Galen Herbst de Cortina

What would you do if you were forced to find a different job? It happened to Galen. He is the founder of Buff Your Finances and was following a typical career path of a financial planner when he had the opportunity to work as a virtual paraplanner for another advisory. He made the mis …

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October 04, 2017

Ep #120 - Career Changing From Tax Attorney to Financial Planner With a Focused Niche of Serving LGBTQ Couple Clients - The Career of Brian Thompson

Ep #120 - Career Changing From Tax Attorney to Financial Planner With a Focused Niche of Serving LGBTQ Couple Clients - The Career of Brian Thompson

Brian Thompson, founder of Brian Thompson Financial, is committed to helping the LGBTQ community with their financial planning. He started out as a tax attorney but his interest in personal finance grew after he watched his mom get sold inappropriate annuities and saw more opportunity …

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September 27, 2017

Ep #119:  Scaling a Firm to Serving 100 Clients in Less Than 2 Years – An Interview with Amy Irvine

Ep #119:  Scaling a Firm to Serving 100 Clients in Less Than 2 Years – An Interview with Amy Irvine

Amy Irvine, founder of Irvine Wealth Planning Strategies, is no stranger to hard work. Her finance career started out on a typical succession planning path, but after being told she couldn’t roll out a service model to serve younger clients she decided to split off and join another fi …

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September 20, 2017

Ep #118: Using a Barbell Service Model to Serve Two Niches - The Career of Justin Castelli

Ep #118: Using a Barbell Service Model to Serve Two Niches - The Career of Justin Castelli

Justin Castelli certainly knows how to think outside the box. The owner of RL Wealth Management and a member of the XYPN Advisory Board, he developed a unique model that allows him to serve two different niches in the financial planning space. This so-called “barbell model” allows him …

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September 06, 2017

Ep #116: Building a Business Under a Large Firm Umbrella - The Careers of Andrew Damcevski and Devon Klumb

Ep #116: Building a Business Under a Large Firm Umbrella - The Careers of Andrew Damcevski and Devon Klumb

Building a new business is always a lot of work. This didn’t deter Andrew Damcevski and Devon Klumb from starting their practice, quickly adjusting, and putting it in the perfect position to succeed. By becoming part of a bigger firm, their business has been able to see a large amount …

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August 30, 2017

Ep #115: Managing 7 Offices and 7 Staff Members as an Hourly Advisor - The Career of Anna Sergunina

Ep #115: Managing 7 Offices and 7 Staff Members as an Hourly Advisor - The Career of Anna Sergunina

Anna Sergunina knows the difference between a business and a practice - which she's proved with her fantastic work helping to develop MainStreet Financial Planning into what it is today. On this episode, Anna shares the story of her career, from how she got started in the business to …

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