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
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, …
June 24, 2020
EP #261: Jumping Careers In Her 40s And Building Confidence In The Industry While Slowly Building Her RIA, The Career Of Leslie Ransom
We’re excited to have XYPN member Leslie Ransom, owner of Indie Financial Planning, a fee-only firm in Chicago, IL, on the show today. Leslie spent nearly two decades on the sale and distribution side of the music industry, working with bands and music labels all across the nation. Le …
June 17, 2020
A Non-Traditional Approach To Building A Firm
We’re excited to have XYPN member Tyler Landes, owner of Tandem Financial Guidance, a fee-only firm in Kansas City, Missouri, on the show today. Tyler has had a really unique experience building his firm. In 2014, Tyler became a founding member of XY Planning Network, joining the then …