XYPN Radio / Staffing & HR

Episode No. 352 | January 11, 2023

Building Your Business With Intention – A Tale of Transitions As We Check Back In

With Kay Dee Cole

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We’re excited to welcome back XYPN member Kay Dee Cole, CFP®, founder of Clarity Wealth Development, on the show today. Kay Dee was on the show back in 2017 and we wanted to bring her back on now, to give us an update on her firm and how things have progressed and changed. I have to s …

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Episode No. 332 | April 06, 2022

Providing a Personal Client Experience in a Virtual Firm

A Conversation with Leo Marte, CFP®

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Today’s interview is with Leo Marte, CFP®, the owner of Abundant Advisors, a virtual fee-only firm that specializes in serving Christian professionals. Leo joined XYPN and launched his firm in 2020 after spending a dozen years at Vanguard, managing a large team, and working with thous …

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March 31, 2021

Ep #301: Hiring A Spouse - A Conversation with Ashlee deSteiger and David Rae

Ep #301: Hiring A Spouse - A Conversation with Ashlee deSteiger and David Rae

We’re incredibly excited to have Ashlee deSteiger and David Rae—two XYPN advisors and RIA owners—on the show today to talk about everything that comes along with working having your spouse as a coworker. Ashlee’s husband joined her firm, Gunder, after seeing the momentum and freedom s …

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September 18, 2019

Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason

Ep #221: Leveraging a Tax Practice to Rapidly Grow Their RIA - The Careers of AJ Ayers and Shane Mason

Today we have XYPN members and founders of Brooklyn FI, AJ Ayers and Shane Mason, on the show! The pair has achieved explosive growth, and they join us to share how they did it, as well as how their unique career paths ultimately led them to financial planning. Listen in to hear about …

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July 03, 2019

Ep #211: From the Institutional Trading Desk to RIA Owner - The Career of Grant Bledsoe

Ep #211: From the Institutional Trading Desk to RIA Owner - The Career of Grant Bledsoe

Grant Bledsoe is the founder of Three Oaks Capital Management, and he joins the show to discuss what gave him the confidence to make the move from institutional trading to starting his own RIA. After realizing that his business was not growing as fast as he wanted it to, Grant decided …

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February 06, 2019

Ep #190: Working with Clients in Transition - The Career of Shannon Moenkhaus

Ep #190: Working with Clients in Transition - The Career of Shannon Moenkhaus

From tax planning to owning a growing RIA, Shannon Moenkhaus has had an interesting path to finding her place in financial planning. With her firm successfully reaching $360,000 in just 2 years, we can all learn a lot from Shannon's journey through partnerships, transitions, planning, …

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December 27, 2017

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

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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December 06, 2017

Ep #129: Basing Fees on Complexity - The Career of PJ Wallin

Ep #129: Basing Fees on Complexity - The Career of PJ Wallin

Deciding on your fee structure can be a challenge. In this episode, PJ Wallin fills us in on his method of payment structuring and gives some great insight into how to make it work for clients. He also shares the ups and downs of his career and his process of building a successful and …

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