July 28, 2021

Building a Firm Part-Time

There is no one-size-fits-all approach to starting or scaling a practice, and today, we sit down for a conversation with XYPN member Spencer Stephens who has taken his own path starting and scaling his firm. Stephen, like many folks, is interested in building a lifestyle practice vs. …

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September 11, 2019

Ep #220: Building a Firm from Scratch - The Career of Ryan Bayonnet

Today I've got XYPN member and founder of Hyland Financial Planning, Ryan Bayonnet, on the show to share his experience moving into owning his own practice. Having had his firm up and running for about two years now, Ryan opens up about the major hurdles he's faced and his victories a …

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September 26, 2018

Ep #171: Leveraging Processes to Allow Explosive Growth Working 20 Hours-Week - The Career of Rebecca Conner

Rebecca Conner took the leap and started her own financial planning firm. Her early success is something she credits to having a specific niche from the start and implementing processes that nurtured growth. She discusses the risks she took on, her unique niche in tech and how she fig …

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June 20, 2018

From Massage Therapy to Financial Planning

Many people are in search of a career that supports their lifestyle and feeds their passions. Debbie Gallant has found just that and joins us on the show to share her entrepreneurial journey and the various careers that brought her to the sweet spot where she is today. She offers some …

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December 27, 2017

Ep #132: Beating Cancer to Build a Kickass Firm - The Career of Kay Dee Cole

Building a business that really fits your life and passions is a dream for many and Kay Dee Cole made it a reality. Kay Dee joins the show today to share her experience with discovering her passion for financial advising and building her own practice. She has some great advice and ins …

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