November 13, 2019

Ep #229: #XYPNLIVE FinTech Winner Holistiplan - The Career of Roger Pine

Today we have the founder of Holistiplan—and winner of this year’s #XYPNLIVE FinTech competition—Roger Pine on the show! After starting out as an energy consultant, Roger discovered financial planning through his wife and embarked on a whole new venture that he's here to tell us all a …

Listen now

June 12, 2019

Ep #208: 3 Years In and Hitting Her Stride - An Interview with Meg Bartelt

After coming on the show two years ago to talk about her first year in business, Meg Bartelt has agreed to come back to share her journey and progress since then. In this episode, Meg gives a raw and authentic look at the life of an entrepreneur and opens up about how she handles the …

Listen now

February 20, 2019

Ep #192: From Loan Officer to RIA Owner and Process Extraordinaire - The Career of Arielle Minicozzi

When it comes to starting a firm, there’s so much to know about implementation and getting started. After experiencing this firsthand, Arielle Minicozzi found a way to help other advisors with their processes to give them the ability to serve more clients and run their business more s …

Listen now

January 16, 2019

Ep #187: Laying the Foundation for Growth by Merging with Another Firm - The Career of Angela Moore

The lack of financial literacy is astounding, even for those who have college educations. Angela Moore lived through the frustration of not easily being able to find a good advisor, but once she found one that helped her change her life, she decided she wanted to do that too. She join …

Listen now

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 …

Listen now