XYPN Radio / Scaling

Episode No. 373 | November 01, 2023

XYPN’s 2023 Benchmarking Study Highlights LIVE

With Alan Moore & Michael Kitces

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Guest Headshot

UPDATE: We've published a deeper dive into the stats HERE! What does it look like to scale your RIA and how long does it take? How big of an impact does it really make to have a niche? When should you start hiring, and who should it be when you do? Co-Founders Alan Moore and Michael K …

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Episode No. 365 | July 13, 2023

How to Mine the Market to Find & Maximize Your Niche

With Marlon Wesh

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If you are interested in learning highly effective, yet simple ways to use data-driven market research to find and maximize your niche, this episode is for you! In this candid and informative conversation with XYPN member Marlon Wesh, MBA, founder of Wesh Financial, we learn how Marlo …

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June 26, 2019

Ep #210: Taking Over the Family Business - The Career of Tara Unverzagt

Ep #210: Taking Over the Family Business - The Career of Tara Unverzagt

Today we have XYPN Member and South Bay Financial Partners founder Tara Unverzagt on the show! Inspired by her mother—who was one of financial planning’s early pioneers—Tara knew from an early age that she wanted to be a financial planner. She joins us in this episode to share her exp …

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January 30, 2019

Ep #189: Life as the CEO of a 30+ Employee Firm - The Career of Chip Munn

Ep #189: Life as the CEO of a 30+ Employee Firm - The Career of Chip Munn

In this episode, you'll get to hear what it's like being the owner of a large firm. Chip Munn of Signature Wealth Strategies joins us to share his journey and transition from teaching to building a fast-growing firm with multiple locations and thousands of clients. He has a lot of gre …

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January 18, 2017

Ep #83: The Future of Investment Management - An Interview with Rick Frisbie

Ep #83: The Future of Investment Management - An Interview with Rick Frisbie

For the past few episodes, we've focused on real business growth in the financial planning space. This week, Rick Frisbie - the newly minted CEO of Robust Wealth - will share how this advisor-facing technology platform plans to shake up the financial services industry. They'll be open …

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January 11, 2017

Ep #82: Scaling Your RIA - An Interview with J.D. Bruce

Ep #82: Scaling Your RIA - An Interview with J.D. Bruce

This week, J.D. Bruce - President of Abacus Wealth Partners - shares his experience of growing a firm from a solo practice to an established business with a professional management, a board of directors, and a governance structure. J.D., a CPA with management experience across a varie …

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January 05, 2017

Ep #81: Delegating, Scaling, and Get Back to Enjoying Life - An Interview with Michael Kitces

Ep #81: Delegating, Scaling, and Get Back to Enjoying Life - An Interview with Michael Kitces

The New Year often allows business owners time to reflect on the successes and challenges from the previous year. Michael Kitces and I take a look back at the phenomenal growth that the XY Planning Network has experienced since launching in 2014 and analyze how delegating, time manage …

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December 28, 2016

Ep #80: Planner, Professor, and Parent - the Career of Inga Chira

Ep #80: Planner, Professor, and Parent - the Career of Inga Chira

Inga Chira is the President and Founder of Attainable Wealth, a fee-only RIA based in Los Angeles. She specializes in financial planning services for college professors and teachers. Inga has an awesome story and a very cool career path. Originally from Eastern Europe, she came to the …

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