XYPN Radio / Operations Manager

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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